$65MM AUM | $400,000 GDC in Cardiff By The Sea, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Cardiff By The Sea, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$400,000.00
Overview

We're forming an Hybrid RIA now, should be completed by years end. We have 11 other offices nationwide, manage collectively south of $500,000,000. Plus VA, Life, Pensions, FA, Cash Value (fixed and variable)

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