$25MM AUM | $140,000 GDC in Santa Cruz, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Santa Cruz, CA, US
Fee 0% Commission 100%
$140,000
Gross Revenue
600
# of Accounts
60
Avg Client Age
Overview

One man office, 500 clients over 11 states, specialty is retirement planning, 403B plans, IRA's and ROTH IRA's, mutual funds and 529 plans. 5 years from retirement.

Extended Profile Information

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