$190MM AUM | $1.6MM GDC in San Diego, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
San Diego, CA, US
Fee 0% Commission 100%
$1,600,000
Gross Revenue
480
# of Accounts
62
Avg Client Age
Overview

We are a wealth planning focused, fee-based, RIA in San Diego, CA interested in merger, succession or acquisition opportunities.

Has Office Space to Share in San Diego, CA

We have a private office available for a select wealth advisor in an A class building in Carmel Valley, San Diego

Contact to discuss details
 
Extended Profile Information

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