$550MM AUM | $4.7MM GDC in Salt Lake City, UT

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Salt Lake City, UT, US
Fee 0% Commission 100%
Gross Revenue
$4,700,000.00
# of Accounts
1,200
Avg Client Age
58
Overview

We are a wealth mngt firm specializing in financial planning. We have no broker dealer. We are looking to acquire firms.

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