$70MM AUM | $769,000 GDC in South Pasadena, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
South Pasadena, CA, US
Fee 0% Commission 100%
$769,000
Gross Revenue
392
# of Accounts
75
Avg Client Age
Overview

RIA holistic planning firm seeking additional grow through buying a practice and/or merging with a symbiotic firm to create greater economies of scale.

Extended Profile Information

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