$110MM AUM | $650,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Irvine, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$650,000.00
# of Accounts
500
Avg Client Age
60
Overview

Dedicated to helping clients build consistent, sustainable incomes for life.
I am looking to grow the business and help other advisors increase their AUM and influence in the market.

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