$35MM AUM | $300,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
125
Avg Client Age
65
Overview

2 CFP partnership, looking to expand. Seasoned practice.

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