$2MM AUM | $22,800 GDC in Manhattan Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Manhattan Beach, CA, US
Fee 0% Commission 100%
$22,800
Gross Revenue
10
# of Accounts
50
Avg Client Age
Overview

Growing my AUM practice while serving a thriving insurance business. I work in Long Term Care, Disability Income and Life Insurance for business owners and the seemingly uninsurable (medical history, line of work, non US citizens...)

Extended Profile Information

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