$75MM AUM | $800 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$800.00
# of Accounts
600
Avg Client Age
62
Overview

Investment advisory business with managed money option and etf options. Also involved in estate planning and Medicaid planning.

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