Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$50.00
# of Accounts
250
Avg Client Age
55
Overview

I would like to learn more about succession/practice acquisition opportunities in Orange County and San Diego

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