$75MM AUM | $500,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
123 days old
General
Location
San Diego, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$500,000.00
# of Accounts
700
Avg Client Age
55
Overview

We have a very reputable wealth management office in the La Jolla-UTC area. We have developed very strong relationships with our clients which has generate incredible referrals.

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