$6MM AUM | $18,000 GDC in Blythewood, SC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Blythewood, SC, US
Fee 0% Commission 100%
Gross Revenue
$18,000
# of Accounts
15
Avg Client Age
58
Overview

A financial planning and investment firm, expanding into sub-advisory/investment management role for other RIA's, pension funds, etc.

Extended Profile Information

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