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Financial Advisor   

$25MM AUM | $165,000 GDC in Solana Beach, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Solana Beach, CA, US
12 Month Gross Revenue
$165,000
Number of Accounts
60
Avg Client Age
50

Overview

I have an Investment Management firm that is registered as an RIA with the State of California. I am looking to increase our firms AUM by acquiring fee-based clients that are considered HNW.

 

Has Office Space to Share in Solana Beach, CA

Can share office space on a part-time basis.

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