$3MM AUM | $25,000 GDC in Rocklin, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Rocklin, CA, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
11
Avg Client Age
45
Overview

Merge / join practice with a focus on corporate benefits.

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