$50MM AUM | $400,000 GDC in Wailuku, HI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Wailuku, HI, US
Fee 0% Commission 100%
$400,000
Gross Revenue
500
# of Accounts
50
Avg Client Age
Overview

As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. We are always looking to grow our firm through partnerships with other Reps looking to partner up with us. Outside of our Maui, HI office, we also have 2 additional offices in California and Oklahoma. Between the 3 offices, we manage just about $400Million in AUM.

Extended Profile Information

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