$1.7MM AUM | $170MM GDC in Brea, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Brea, CA, US
Fee 0% Commission 100%
$170,000,000
Gross Revenue
5,000
# of Accounts
65
Avg Client Age
Overview

I am a Registered Investment Advisor looking to acquire and purchase smaller size practices that are fee based accounts with client ages ranging from 40-70 years old. Household accounts only.

Extended Profile Information

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