$400MM AUM | $2.5MM GDC in Indian Wells, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Indian Wells, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
600
Avg Client Age
68
Overview

$400 Million AUM 80% fee based, average client age 68. CFP led planning based business looking to purchase a similar practice in San Diego county CA

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