$35MM AUM | $650,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Irvine, CA, US
Fee 0% Commission 100%
$650,000
Gross Revenue
250
# of Accounts
45
Avg Client Age
Overview

Our practice is focused on meeting the clients needs and concerns. We do this initially by setting up a financial plan to accomplish their goals and then we implement it.

Extended Profile Information

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