$33MM AUM | $387,000 GDC in Westlake Village, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Westlake Village, CA, US
Fee 0% Commission 100%
$387,000
Gross Revenue
136
# of Accounts
56
Avg Client Age
Overview

Fee-only RIA with offices in Bucks County, Pennsylvania and Westlake Village, California. I'm trained as a tax attorney with a specialization in tax and estate planning. My partner is a CPA and CFP and my associate is a CFP.
We are primarily a financial planning, consulting and tax firm: $33 Million AUM, 33 clients. We are looking to merge with advisors who are looking for strong infrastructure, strong local presence, and the most professional team in the area.

Extended Profile Information

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