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

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Aliso Viejo, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# 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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