Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Pasadena, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
50
Avg Client Age
45
Overview

Independent RIA with clients mainly in California, along with a few clients in Texas, New York and Florida.

Looking to buy book of business.

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