$468MM AUM | $2.8MM GDC in Temecula, CA
Member is Interested In:
Our business is primarily fee based. We have 4 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.