$50MM AUM | $300,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
40
Avg Client Age
45
Overview

We sub-advise a mutual fund. We also have a number of SMA strategies we manage. Looking for a business that will plug in well to our offering.

Extended Profile Information

Loading...