$150 AUM | $700 GDC in La Jolla, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
La Jolla, CA, US
Fee 0% Commission 100%
$700
Gross Revenue
320
# of Accounts
65
Avg Client Age
Overview

90% fee based retiree practice garnered from seminars and referrals

Seeking growth opportunities through acquisition

Extended Profile Information

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