Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Costa Mesa, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$6,000,000.00
# of Accounts
5,000
Avg Client Age
50
Overview

Comprehensive fee based estate/financial planning and wealth management to high net-worth. 20 year wealth management practice with considerable experience with advanced planning, business planning and special needs.
Seeking to acquire/merge like minded practice focusing on service and 'client comes first' mentality.

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