$114MM AUM | $1.5MM GDC in Thousand Oaks, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
499 days old
General
Location
Thousand Oaks, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$114,519,000.00
Gross Revenue
$1,452,000.00
# of Accounts
200
Avg Client Age
61
Overview

Townsgate Wealth Management was formed by myself and my two partners Abby Dinkins and Larry Bernstein. We are looking at buying practices that are mostly fee based or can be converted to fee based.

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