$150MM AUM | $450,000 GDC in Addison, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Addison, TX, US
Fee 0% Commission 100%
Gross Revenue
$450,000
# of Accounts
60
Avg Client Age
55
Overview

Interested in purchase of established qualified plan business

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