$165 AUM | $750,000 GDC in La Jolla, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
La Jolla, CA, US
Fee 0% Commission 100%
$750,000
Gross Revenue
300
# of Accounts
55
Avg Client Age
Overview

Solid retail retirement practice looking to grow through acquisition.

Extended Profile Information

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