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2015024

Trailing 12 Month Revenue:

$1,000,001 - $4,000,000

Fee based assets as percentage of total assets : 21% - 40%

Total Assets: $150,000,001 - $500,000,000

Timeframe for Transition: More than 3 years

Name(Required)

First Last

Email(Required)

Phone(Required)

Trailing 12 months revenue(Required)

Total Assets(Required)

Fee based assets as percentage of Total Assets(Required)

Willing to change firms(Required)

Yes

Undecided

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Map locations are not exact and are approximate to the county center for each listing.