Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Seal Beach, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$245,000,000.00
Gross Revenue
$1,450,000.00
# of Accounts
267
Avg Client Age
65
Overview

Advisor Listing - $245MM AUM Merge Opportunity in Seal Beach, CA

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