$1MM AUM | $1MM GDC in Woodland Hills, CA

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
Listing Age
480 days old
General
Listing Type
Buyer | Merge
Location
Woodland Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
300
Avg Client Age
50
Overview

Financial planning and wealth management team. Very experienced with mixed expertise. Looking to buy a practice or find an advisor who wants to join our firm. We have deep pockets and can facilitate most offers if the practice is right.

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