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Financial Advisor   

$61MM AUM | $500,000 GDC in Palm Desert, CA

Member Level
Basic
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Palm Desert, CA, US
12 Month Gross Revenue
$500,000
Number of Accounts
250
Avg Client Age
60

Overview

We are a well established hybrid firm, with our own RIA. We are growth oriented and interested in acquisitions as well as talking with advisors that are looking to improve their situations by leveraging our staff, systems and technology for greater efficiency and profitability. This could happen through merger, succession/continuity plan or buyout. Flexible and open to ideas.

 
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