$8MM AUM | $115,000 GDC in Simi Valley, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Simi Valley, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$115,000.00
# of Accounts
45
Avg Client Age
58
Overview

Discretionary portfolio management is my passion. I have a very disciplined buy AND sell process that I am confident allows me to grow AND protect capital through a full market cycle, giving clients peace of mind in achieving their most important goals

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