Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
322 days old
General
Location
Orange, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
66
Overview

We've had success in organic growth. We are exploring growth through acquisition of a small practice within our geographic area.

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