Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Beaumont, AB, CA
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00 CAD
Gross Revenue
$175,000.00 CAD
# of Accounts
350
Avg Client Age
35
Overview

Looking to partner with Advisors either looking to sell a book of business or merge together to grow something together.

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