Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Brea, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$17,759,584,611.00
Gross Revenue
$100,600,000.00
# of Accounts
1,699
Avg Client Age
70
Overview

We are a diversified financial planning practice looking to acquire other practices that are brokerage and fee based. We are focused on building and maintaining clients relationships with educational workshops and individualized planning and advice.

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