$10MM AUM | $75,000 GDC in San Antonio, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Antonio, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$75,000.00
# of Accounts
30
Avg Client Age
60
Overview

Looking for ongoing client relationships that appreciate an advisor utilizing managed money or annuities

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