$40MM AUM | $300,000 GDC in White Bear Lake, MN

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
331 days old
General
Compatibility
Location
White Bear Lake, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
68
Overview

Financial planning and Asset Management. We are looking to expand our practice.

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