$33MM AUM | $387,000 GDC in Westlake Village, CA
Member is Interested In:
Fee only RIA with offices in Bucks County, Pennsylvania and Westlake Village, California.
We are primarily a financial planning and tax firm. $33 Million AUM, 33 clients. I hope to find a larger RIA partner. I’m flexible in the sense I can move to wherever the opportunities exist.