$44MM AUM | $550,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$550,000
# of Accounts
280
Avg Client Age
55
Overview

We are a three principal RIA in business founded in 2014. Collectively we have more than 50 years in the business. All three principals have CFP designation and a variety of other designations. Fee-based comprehensive financial planning is the basis for almost all our client relationships. We believe solid, dependable advice enables clients to make educated and informed decisions leaving them feeling comfortable and confident with their financial situation.

Extended Profile Information

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