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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Studio City, CA, US
Fee 0% Commission 100%
$100,000
Gross Revenue
35
# of Accounts
40
Avg Client Age
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.

Extended Profile Information

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