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Financial Advisor   

$1.5MM AUM | $100,000 GDC in Corona Del Mar, CA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Corona Del Mar, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
25
Avg Client Age
55

Overview

Seeking to purchase an asset management practice in Orange County, CA (Newport Beach, Laguna Beach, Irvine)

 
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