Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Chesterfield, MO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$350,000.00
# of Accounts
75
Avg Client Age
60
Overview

We are a technology-driven financial planning firm that is looking for advisors interested in winding down their practice, and either merging, or transitioning their practice to a new owner.

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