$28MM AUM | $250,000 GDC in Metairie, LA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Metairie, LA, US
Fee 0% Commission 100%
$250,000
Gross Revenue
200
# of Accounts
58
Avg Client Age
Overview

Majority of book is fee based and looking to acquire additional books of business from retiring advisors and/or advisors interested in succession.

Extended Profile Information

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