$400MM AUM | $2.2MM GDC in Los Angeles, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
2,000
Avg Client Age
50
Overview

80 Fee based 20% commission. 55% DC Plans
45% Wealthy families

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