Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Westlake Village, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$375,000.00
# of Accounts
90
Avg Client Age
58
Overview

Company with 100% fee based strategic managed money book on the AssetMark platform would like to find compatible book/company to purchase.

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