Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
41 days old
General
Location
South Jordan, UT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
50
Overview

Team of Financial Planners, Attorneys and CPA's looking at purchasing multiple practices to initially aggregate to greater than 100MM

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