$25MM AUM | $424,064 GDC in Manhattan Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Manhattan Beach, CA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$25,254,000.00
Gross Revenue
$424,064.00
# of Accounts
135
Avg Client Age
59
Overview

Developing long-term succession plan. Not interested in selling my book. Currently growing the practice. Seeking financially stable partner, not hiring. Expect to retire sometime after a decade. (--2029 +/- ?)

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