$80MM AUM | $500,000 GDC in La Mesa, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
La Mesa, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$500,000.00
# of Accounts
450
Avg Client Age
65
Overview

Looking to grow and expand my business in the San Diego County area. My office is located La Mesa. I am a very hard working advisor that has great relationships with my clients and deliver a high quality experience for them as well. Looking to find an advisor who is looking for continued care for their trusted clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...