Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
692 days old
General
Location
Garden Grove, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$265,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
1,700
Avg Client Age
62
Overview

Looking to bring on great Advisors looking to grow a book as well as set up succession plans to lay out their retirement roadmap.

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