Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Ventura, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$19,000,000.00
Gross Revenue
$312,364.00
# of Accounts
140
Avg Client Age
58
Overview

Retirement Income Planning business. We work with individuals and small business owners who want to create and execute an exit strategy from the work force. We are full service financial advisors, fee-based with a wide variety of service options to create, implement and manage sustainable income streams and secondary discretionary assets.

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