$24MM AUM | $140,000 GDC in El Cajon, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
414 days old
General
Compatibility
Location
El Cajon, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
1,200
Avg Client Age
50
Overview

Financial Planning practice offering fee based financial and strategic planning, investments and insurance solutions.
Researching the market to better understand opportunities with the intent to grow business through purchase, acquisition or merger but only under the right conditions.
OSJ with almost 30 years looking for strategic relationships that could include mentoring, collaboration, growth and development in a low key environment. Quality of life dynamics are more important than high growth.

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