Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
519 days old
General
Location
Glendale, CA, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
300
Avg Client Age
65
Overview

We are looking to expand our business by combining with other fee-only RIAs.

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