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Financial Advisor

$200MM AUM | GDC in Miramar Beach, FL

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Miramar Beach, FL, US
Number of Accounts
700
Avg Client Age
60

Overview

We are a fee-only, fiduciary wealth management firm interested in acquiring similar advisory practices in the southeast.

 
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