$80MM AUM | $1.5MM GDC in Diamond Bar, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Diamond Bar, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
800
Avg Client Age
50
Overview

I have been in the financial services industry for over 40 years, and have built a repertoire of clients ranging from large business owners, to individual investors. I specialize in retirement strategies, business planning, and life insurance. My intent is to grow my business by acquiring other successful firms with a clientele that fits my wheelhouse.

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