$35MM AUM | $337,000 GDC in Ventura, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Ventura, CA, US
Fee 0% Commission 100%
Gross Revenue
$337,000
# of Accounts
400
Avg Client Age
62
Overview

At Anacapa Financial, we offer full service financial planning. Our goal is to educate and empower our clients. We are looking to purchase or add FA's to our team We are looking for like minded professionals that share our personal and company values to grow and protect our client assets.

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