Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
733 days old
General
Location
Kingston, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$63,000,000.00
Gross Revenue
$408,000.00
# of Accounts
525
Avg Client Age
60
Overview

Looking to buy a book of business. We are a family run financial services practice.

Business Mix Info

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Clearing Firm / Custodian

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