$520MM AUM | $4.1MM GDC in Temecula, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Temecula, CA, US
Fee 0% Commission 100%
$4,100,000
Gross Revenue
931
# of Accounts
61
Avg Client Age
Overview

Our business is primarily fee based. We have 3 advisors and 8 staff members. We are very service oriented and our practice has grown dramatically through referrals as a result of the service we provide. When the other 2 advisors joined our firm, their production grew significantly as a result of our systems, our tremendous support staff and referrals.

Has Office Space to Share in Temecula, CA

We have a fantastic office design and environment. Check it out on our website. It lends itself to a very warm and inviting space to work and entertain clients.

Contact to discuss details
 
Extended Profile Information

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