$325MM AUM | $2MM GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
San Diego, CA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$325,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
62
Overview

Client centric and process driven. Sufficient capital and credit to secure the right opportunity. Tenured at providing comprehensive wealth management including FP, EP, executive equity comp analysis, business succession & insurance (LTC, DI, Life).

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