$15MM AUM | $130,000 GDC in Thousand Oaks, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Thousand Oaks, CA, US
Fee 0% Commission 100%
$130,000
Gross Revenue
30
# of Accounts
55
Avg Client Age
Overview

I have a client focused RIA firm. We are a fee only firm and our primary focus is to take excellent care of our clients and their families.

Extended Profile Information

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