$60MM AUM | $600,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
160
Avg Client Age
55
Overview

Looking for purchase and merger opportunities and also set up a new succession plan to protect my clients in case of my incapacity and/or death.

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