$40MM AUM | $300,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
300
Avg Client Age
60
Overview

Currently at a major wirehouse firm. Practice is primarily focused on financial planning and fee based asset management.

Extended Profile Information

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