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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Anaheim Hills, CA, US
Listing Type
Fee 0% Commission 100%
Gross Revenue
$165,000.00
# 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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