$10MM AUM | $100,000 GDC in Los Angeles, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Los Angeles, CA, US
Fee 0% Commission 100%
$100,000
Gross Revenue
20
# of Accounts
55
Avg Client Age
Overview

looking for to purchase a firm that has:
1) AUM $25-50mil
2) Financial Planning offering
3) Client base - business owners, high networth individuals
4) Has some insurance sales

Extended Profile Information

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