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Financial Advisor

$75MM AUM | $550,000 GDC in Rancho Cucamonga, CA

Member Level
Basic
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
Rancho Cucamonga, CA, US
12 Month Gross Revenue
$550,000
Number of Accounts
200
Avg Client Age
60

Overview

Rancho Wealth Management is looking to acquire another practice. We currently have 75M in assets. Our team has 2 CFP's with 15 years experience in the industry. We are with an independent broker dealer.

 
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