$30MM AUM | $250,000 GDC in Anaheim, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Anaheim, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
62
Overview

Been in the Financial Planning industry coming up on 10 years. A holistic Financial Plan is the foundation for working with our clients. Average client is age 62, and typically retired, or nearing within 5 years of retirement.

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