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Financial Advisor   

$175MM AUM | $1.4MM GDC in Aliso Viejo, CA

Member Level
Lite
Last Activity
today

Business Mix:

5% Comm
95% Fee

General

Location
Aliso Viejo, CA, US
12 Month Gross Revenue
$1,450,000
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

 

Has Office Space to Share in Aliso Viejo, CA

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