$100,000 AUM | $1.1MM GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
$1,100,000
Gross Revenue
366
# of Accounts
57
Avg Client Age
Overview

I am primarily a fee based investment advisor that incorporates full service financial planning, tax planning strategies, estate and business transition planning for individuals, closely held businesses and high net worth families.

Extended Profile Information

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