$20MM AUM | $165,000 GDC in Anaheim Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Location
Anaheim Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$165,000
# of Accounts
140
Avg Client Age
74
Overview

I have been running a hybrid tax and financial planning office. I just entered into a 6 year succession plan to exit the tax business and have received a down payment towards that purchase.

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