$5MM AUM | $100,000 GDC in Okemos, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Okemos, MI, US
Listing Type
Seller | Merge
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
13
Avg Client Age
60
Overview

Looking to possible sell my book of business or possibly merge with another practice to ensure my accounts are completely taken care of.

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