$160MM AUM | $800,000 GDC in Bozeman, MT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
100 days old
General
Compatibility
Location
Bozeman, MT, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
1,400
Avg Client Age
50
Overview

looking at possibly expanding operation. Presently affiliated with a bank and have opportunity to restructure

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