$100MM AUM | $1MM GDC in Westlake Village, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Westlake Village, CA, US
Listing Type
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
700
Avg Client Age
62
Overview

I just read Succession Planning and motivated to buy a book , great thanks .

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