$14MM AUM | $80,000 GDC in Malibu, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Malibu, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
35
Avg Client Age
50
Overview

Fee based manager with 9 year record in a concentrated long-only equity product seeking to grow marketing and distribution via partnership, merger, acquisition, or third party marketing.

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