$285MM AUM | $2MM GDC in San Diego, CA

Market
Advisor
Member Level
Plus
Last Activity
today
General
Listing Type
Buyer | Merge | Succession
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,010,000.00
# of Accounts
270
Avg Client Age
62
Overview

We are a 34 year old RIA providing wealth management and investment management services. We are well established, and looking to grow through mergers and acquisitions.

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