Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Winston-Salem, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
60
Overview

Would be interested in acquiring book of clients $35Mm+ or helping existing advisor work a sunset arrangement.

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