$180MM AUM | $1MM GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
400 days old
General
Compatibility
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
65
Overview

fee based clients with plan

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