$1.4MM AUM | $150,000 GDC in Moorpark, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Moorpark, CA, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
20
Avg Client Age
45
Overview

We are financial planners with limited AUM. We're looking to expand the AUM portion of our firm.

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