$200MM AUM | $2MM GDC in Cary, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cary, NC, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
600
Avg Client Age
55
Overview

I have a 5 person team focused on client service. We are interesting in assisting additional clients.

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