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Financial Advisor   

$12MM AUM | $100,000 GDC in Studio City, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Studio City, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
35
Avg Client Age
40

Overview

I have a small but wonderful practice of about 10 clients. I sold a larger book of business before starting my family 10 years ago. My current book is all managed money and high touch relationships. I am ready to expand and partner with the right individual or firm.

 
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