Overview

Wealth management practice focused on serving a limited number of individuals and families with financial planning and investment management. Offices in Valencia, CA, Pasadena, CA and Mercer Island, WA. The team is comprised of two partner-level advisors in their early 40s - both with more than 15 years industry experience. One partner is in CA and one is in WA. In addition, we have four other advisors and three staff providing support. Our team is composed of three advisors who hold the CFP designation.

We are interested in acquiring a practice from a retiring advisor that is focused on making sure that their clients are well taken care of for many years to come.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...