$65MM AUM | $450,000 GDC in Berkeley, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
Berkeley, CA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
48
# of Accounts
50
Avg Client Age
Overview

I am looking to purchase or merge an IRA into our practice.

Extended Profile Information

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