Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Rancho Cucamonga, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$650,000.00
# of Accounts
268
Avg Client Age
55
Overview

We are expanding our practice and are interested in acquiring other practices which are or are becoming available in the next 3 years.

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