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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Irvine, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
250
Avg Client Age
45
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.

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