$50MM AUM | $300,000 GDC in Westlake Village, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Westlake Village, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
65
Overview

Very personal financial planning practice managing family assets and retirement plans. Hoping to increase size of practice.

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