$220MM AUM | $3MM GDC in Sandy, UT

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Sandy, UT, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
400
# of Accounts
50
Avg Client Age
Overview

We have had several acquisitions and are looking to continue to grow and, in the right circumstances, add additional advisors and practices to our firm.

Extended Profile Information

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