$10MM AUM | $100,000 GDC in San Diego, CA

Market
Advisor
Member Level
Plus
Last Activity
today
Listing Age
198 days old
General
Listing Type
Buyer | Merge
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
50
Overview

I have been an CFP for 10 years. Mostly millennial customers. I am interested in buying, but I could be open to a merge given the right terms.

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