$60MM AUM | $800,000 GDC in Simi Valley, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Simi Valley, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
450
Avg Client Age
50
Overview

We want to find a book of business that we can service as well as help grow our tax practice.

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