$130MM AUM | $1.4MM GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,450,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

We are a growing practice with clients throughout the US, five offices in California, and one in Honolulu, HI.

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