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Financial Advisor   

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

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Westlake Village , CA, US
12 Month Gross Revenue
$387,000
Number of Accounts
136
Avg Client Age
56

Overview

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.


 
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