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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Redondo Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000
# 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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