$6MM AUM | $65,000 GDC in Calabasas, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Calabasas, CA, US
Fee 0% Commission 100%
Gross Revenue
$65,000.00
# of Accounts
350
Avg Client Age
55
Overview

We are a financial planning firm with our own independent RIA. We are looking to acquire or merge to grow our practice and scale compliance and oversight.

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