$17,759MM AUM | $100MM GDC in Brea, CA

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Brea, CA, US
Fee 0% Commission 100%
Gross Revenue
$100,600,000
# of Accounts
1,699
Avg Client Age
70
Overview

We are a diversified financial planning practice looking to acquire other practices that are brokerage and fee based. We are focused on building and maintaining clients relationships with educational workshops and individualized planning and advice.

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