$10MM AUM | $175,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
$175,000
Gross Revenue
350
# of Accounts
55
Avg Client Age
Overview

I provide full scale of financial planning for individuals and businesses. I would like to acquire book of business to grow.

Extended Profile Information

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