$100MM AUM | $1MM GDC in Any, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Any, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
100
Avg Client Age
60
Overview

CFP & CIMA designee looking to purchase an existing book.

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