$50MM AUM | $300 GDC in West Palm Beach, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
West Palm Beach, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300.00
# of Accounts
30
Avg Client Age
60
Overview

I am a veteran money manager specializing in conservative Blue Chip portfolio management for high net worth clients. I would be interested in acquiring additional high net worth clients who need and want customized money management.

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