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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

36% Comm
64% Fee

General

Location
South Pasadena, CA, US
12 Month Gross Revenue
$769,000
Number of Accounts
392
Avg Client Age
75

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

Peer to Peer
Finance
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