$1.7MM AUM | $170MM GDC in Brea, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Brea, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$170,000,000.00
# of Accounts
5,000
Avg Client Age
65
Overview

I am a Registered Investment Advisor looking to acquire and purchase smaller size practices that are fee based accounts with client ages ranging from 40-70 years old. Household accounts only.

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