Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
432 days old
General
Location
Huntington Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
38
Avg Client Age
45
Overview

Newly established and growing IAR looking to tuck-in a practice/advisor seeking a succession plan or a like-minded practice/advisor looking to transition out of the business.

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