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$2.2B AUM | $14MM GDC in Santa Barbara, CA

buyer | merge

$14,000,000.00 Rev/Year
100% Fee
0% Commission
We are members of two custodial referral programs that provide substantial opportunity for growth. For discussion, please call Matt Adams at 805-450-6631. As a top 300 Wealth management firm, we are looking to expand our footprint with like minded professionals across the country. We are a planning based firm with an emphasis on making the lives of our clients better, beyond just investment management.

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