$170MM AUM | $1.7MM GDC in Westport, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Westport, CT, US
Fee 0% Commission 100%
$1,725,000
Gross Revenue
600
# of Accounts
65
Avg Client Age
Overview

CFP in Fairfield County CT doing comprehensive wealth management and financial planning for families, women, and doctors.

Extended Profile Information

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