$26MM AUM | $261,000 GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Newport Beach, CA, US
Fee 0% Commission 100%
$261,000
Gross Revenue
Overview

Separate Firm doing life insurance primarily; advanced planning for business succession; high net worth estate tax planning.

Extended Profile Information

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