$16MM AUM | $145,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$145,000.00
# of Accounts
65
Avg Client Age
58
Overview

RIA practice with some financial planning

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