$2,000MM AUM | $15MM GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
$15,000,000
Gross Revenue
4,200
# of Accounts
55
Avg Client Age
Overview

I spoke with Zander about a corporate solution. I am the COO of the RIA .

Extended Profile Information

Loading...