$59MM AUM | $350,000 GDC in Calabasas, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Calabasas, CA, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
600
Avg Client Age
65
Overview

My business focuses on financial planning and investment management. The majority of my investment management accounts are fee-based using mutual funds and etfs.

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