$30MM AUM | $330,000 GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Houston , TX, US
Fee 0% Commission 100%
$330,000
Gross Revenue
200
# of Accounts
56
Avg Client Age
Overview

As a CFP, I am interested in buying a practice and/or becoming an exit strategy for an advisor that interested in winding down their practice

Extended Profile Information

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