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Financial Advisor   

$65MM AUM | $675,000 GDC in Portsmouth, NH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

2% Comm
98% Fee

General

Location
Portsmouth, NH, US
12 Month Gross Revenue
$675,000
Number of Accounts
250
Avg Client Age
60

Overview

We are a Hybrid RIA firm - our practice is 98% fee based business

 
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