Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
694 days old
General
Location
Orange, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$122,000.00
# of Accounts
140
Avg Client Age
58
Overview

Small financial planning practice where I offer hands on financial coaching. Looking to further diversify my practice and expand by 30 to 40% over the next couple of years.

My hope with this site would be to purchase a small book of business that I could easily absorb into my current business model.

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