$17MM AUM | $170,000 GDC in Long Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Long Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$170,000.00
# of Accounts
35
Avg Client Age
52
Overview

Growing wealth management focused firm with scalable process, excellent reliable staff and room to grow. Looking for a firm to purchase.

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