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Financial Advisor   

$215MM AUM | $1.8MM GDC in Aliso Viejo, CA

Member Level
Premier
Last Activity
today

Business Mix:

5% Comm
95% Fee

General

Location
Aliso Viejo, CA, US
12 Month Gross Revenue
$1,750,000
Number of Accounts
700
Avg Client Age
63

Overview

We are an RIA with a broker dealer relationship. Looking to merge or acquire in Los Angeles, Orange and San Diego county

 
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