$380MM AUM | $3.2MM GDC in Westlake Village, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Westlake Village, CA, US
Fee 0% Commission 100%
$3,185,302
Gross Revenue
Overview

We have recently moved from Merrill Lynch and are a mature practice interested in expanding our offices and client base. We take customer care extremely seriously.

Extended Profile Information

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