$2.5B AUM | $15MM GDC in Long Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
327 days old
General
Compatibility
Location
Long Beach, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$15,000,000.00
# of Accounts
3,500
Avg Client Age
60
Overview

Looking for Fee only advisers that provide financial planning services who are looking to join a larger firm to gain more scale or for succession planning.

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