$70MM AUM | $455 GDC in Westlake Village, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Westlake Village, CA, US
Fee 0% Commission 100%
Gross Revenue
$455.00
# of Accounts
850
Avg Client Age
50
Overview

Start my own RIA / Join Existing RIA for succession of retirement strategy of existing FA practice.

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