$10MM AUM | $2.5MM GDC in Pasadena, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Pasadena , CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
2
Avg Client Age
45
Overview

I currently own and operate a successful insurance and financial services practice. I am looking to bolster the Aum side of my business to diversify my streams of income.

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