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SL advisors Listing
Financial Advisor   

$100MM AUM | $950,000 GDC in Agoura Hills, CA

Member Level
Basic
Last Activity
this week
Listing Age
39 days old

Business Mix:

5% Comm
95% Fee

General

Location
Agoura Hills, CA, US
12 Month Gross Revenue
$950,000
Number of Accounts
215
Avg Client Age
55

Overview

Advisor Listing - $100MM AUM Merge/Succession Opportunity in Agoura Hills, CA

 
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