$140MM AUM | $800,000 GDC in Bend, OR

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
77
Avg Client Age
63
Overview

Small wealth management firm looking to grow with like-minded professionals.

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