$60MM AUM | $450,000 GDC in La Jolla, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge
Location
La Jolla, CA, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
100
Avg Client Age
60
Overview

20 years in business with my wife now my business partner and we are trying to grow our practice for the next 10-15 years of working together. We utilize managed money, mutual fund and EFTs with apx. 60% of our revenue recurring and 40% transactional with a good porton of this in annuities and insurance.

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