$85MM AUM | $675,000 GDC in Woodland Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Woodland Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$675,000.00
# of Accounts
260
Avg Client Age
62
Overview

We are a boutique Wealth Management Firm working with Athletes, Entertainers, Fortune 500 Execs, and Private Families. Our investment philosophy is based around solid planning, simplicity, transparency, and reasonable costs. We like to build teams with our clients' tax and estate advisors.

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