$90MM AUM | $800,000 GDC in Oklahoma City, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Oklahoma City, OK, US
Listing Type
Seller
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$800,000.00
# of Accounts
300
Avg Client Age
60
Overview

Looking for the quality of planning and investment advice I have provided to my clients for the past 20+ years.

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