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Financial Advisor   

$425MM AUM | $2.2MM GDC in Redondo Beach, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

2% Comm
98% Fee

General

Location
Redondo Beach, CA, US
12 Month Gross Revenue
$2,200,000
Number of Accounts
300
Avg Client Age
60

Overview

We are a very client centric team that focuses on our model portfolios using ETF, mutual funds, alternatives and individual bonds. I am open to discuss having someone sell or transition their business to my team. We have been in practice for 19 years and are CFPs and a CFAs.

 
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