$20MM AUM | $280,000 GDC in Laguna Hills, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Laguna Hills, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$280,000.00
# of Accounts
134
Avg Client Age
60
Overview

My practice is 70% RIA 30% Insurance I also use alternative investments in my asset management practice and manage individual stock portfolio with a combination of asset management SMA accounts.

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