$95MM AUM | $1MM GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Continuity | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
250
Avg Client Age
60
Overview

I lead a team of 3 and am seeking to grow the practice to 300 mill AUM. Our focus is on Goal Planning and asset management.

Extended Profile Information

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