$22MM AUM | $65 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
San Diego, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$22.00
Gross Revenue
$65.00
# of Accounts
15
Avg Client Age
45
Overview

I consult to 20 employers from the San Diego to Santa Barbara geography, and populate workplace plans with investment alternatives. Accredited Investment Fiduciary. I'd like to accomplish something providing synergy for both parties, or a direct buyout.

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