$20MM AUM | $180,000 GDC in Pasadena, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
276 days old
General
Compatibility
Location
Pasadena, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20.00
Gross Revenue
$180,000.00
# of Accounts
50
Avg Client Age
50
Overview

Established Wealth Management firm partnered with high producing and one of the fastest growing CPA firms in California. Our director of wealth management has been in this business for 15 years and has gone through several mergers and acquisitions with great success for all parties.
We are client centered financial planners incorporating CPA and tax expertise in the design and execution of high level financial plans for business owners, executives and professionals in entertainment and sports. Focused on lowering costs for investors while maximizing after tax returns.

80 years in Pasadena. Offices in Pasadena, West L.A., Woodland Hills and Valencia.

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