$5MM AUM | $450,000 GDC in Provo, UT

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
Listing Age
126 days old
General
Listing Type
Buyer
Location
Provo, UT, US
Fee 0% Commission 100%
Gross Revenue
$450,000
# of Accounts
500
Avg Client Age
60
Overview

I have a small advisory practice at this time, complimented with a very large business insurance marketplace. I want to buy/acquire some AUM to supplement what we do on the business planning side of the practice.

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