Market
RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
82 days old
General
Location
Sandy, UT, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$5,000,000.00
Gross Revenue
$45,000.00
# of Accounts
85
Avg Client Age
50
Overview

I am growing my business again after changing firms in October of 2019. I am looking to buy an existing book of business to help my client base grow and develop strong relationships with clients.

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