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Financial Advisor   

$250,000 AUM | GDC in Tacoma, WA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Tacoma, WA, US
Number of Accounts
5
Avg Client Age
48

Overview

I run a value-oriented advisory firm and am looking to see whether I could quickly increase AUM with the purchase of a similar business' AUM.

 
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