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Financial Advisor   

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

Member Level
Premier
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Sandy, UT, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
400
Avg Client Age
50

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.

 
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