$750MM AUM | $6MM GDC in Woodland Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Woodland Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$6,000,000.00
# of Accounts
3,000
Avg Client Age
58
Overview

Steel Peak is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process.

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