$105MM AUM | $650,000 GDC in Honolulu, HI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
500 days old
General
Listing Type
Seller | Merge | Succession
Location
Honolulu, HI, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
280
Avg Client Age
60
Overview

Succession planning for fee-only RIA firm.

The firm is well established and invests for pensions & business owners and provides financial planning.

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