$25MM AUM | $320,000 GDC in Cerritos, CA

Market
Advisor
Member Level
Basic
Last Activity
today
Listing Age
460 days old
General
Listing Type
Buyer | Merge | Continuity
Location
Cerritos, CA, US
Fee 0% Commission 100%
Gross Revenue
$320,000.00
# of Accounts
117
Avg Client Age
61
Overview

Looking for the opportunity to purchase a small book, ideally a book that has a good amount of financial planning and advisory accounts.

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