$120MM AUM | $1.2MM GDC in Riverside, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Riverside, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
800
Avg Client Age
65
Overview

We are a wealth management firm that services mainly the retirement market. We are a RIA that is fee based. The firm and it principals have been in business for over 30 years. We serve approximately 450 households

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