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Financial Advisor   

$15MM AUM | $125,000 GDC in Ellisville, MO

Member Level
Basic
Last Activity
this week

Business Mix:

90% Comm
10% Fee

General

Location
Ellisville, MO, US
12 Month Gross Revenue
$125,000
Number of Accounts
75
Avg Client Age
60

Overview

Small Tax and accounting firm with three locations looking to add more financial planning revenue either through acquisition or through succession.

 
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