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Financial Advisor   

$300MM AUM | $1.7MM GDC in Westport, CT

Member Level
Premier
Last Activity
today

Business Mix:

11% Comm
89% Fee

General

Location
Westport, CT, US
12 Month Gross Revenue
$1,700,000
Number of Accounts
600
Avg Client Age
56

Overview

We run an advisory based business focused on two areas; high net worth planning and investment management for individuals and a corporate retirement planning for Erisa plans.

 
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