Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
773 days old
General
Location
Calabasas, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$275,000.00
# of Accounts
350
Avg Client Age
55
Overview

looking to purchase a Southern California based practice. We do a fee based warp business along with annuity and insurance (life, ltc) business

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