$130MM AUM | $450,000 GDC in Glendora, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Glendora, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
90
Avg Client Age
52
Overview

A firm specializing in retirement planning both group and personal, affiliated with a TPA practice and 30 plus years of experience

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