$7MM AUM | $75,000 GDC in Manhattan Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
860 days old
General
Location
Manhattan Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$75,000.00
# of Accounts
7
Avg Client Age
55
Overview

I hope to purchase a book of business to grow our AUM. Our Mission is to provide clients with superior investment performance with the best path to wealth accumulation, retention and the secure transfer of assets. By creating and implementing strategies that are tailored to our clients unique objectives, we help our clients reach their goals in all types of economic conditions.

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