$230 AUM | $1.8MM GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
500
Avg Client Age
68
Overview

Our firm is concentrated on the HNW market. We currently manage over $200M in assets and are looking to grow our business.

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