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

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Rancho Cucamonga, CA, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# 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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