$110MM AUM | $900,000 GDC in Sherman Oaks, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Sherman Oaks, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$900,000.00
# of Accounts
250
Avg Client Age
60
Overview

Carter Jacobs, LLC is a Fee-Only SEC registered investment advisor focusing on individuals, families and 401(k) accounts. Interested in buying like minded Fee-Only firm.

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