$250MM AUM | $2MM GDC in San Diego, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000
Avg Client Age
45
Overview

We are an independent wealth management and income tax firm. We are actively looking to work with advisors/firms who are considering selling or developing a path to phase out over time.

Extended Profile Information

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