$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%
Gross Revenue
$1,100,000.00
# of Accounts
366
Avg Client Age
57
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.

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