$27MM AUM | $240,000 GDC in Encino, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Encino, CA, US
Fee 0% Commission 100%
$240,000
Gross Revenue
138
# of Accounts
54
Avg Client Age
Overview

My business is a client centered fee based investment and financial planning practice. I would like to buy an Ria and merge my current business into it. Becoming a fee only entity.

Extended Profile Information

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