Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Long Beach, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$300,000.00
# of Accounts
50
Avg Client Age
45
Overview

We specialize in retirement plan business, 401k, 403b, Defined Benefit / Cash Balance, etc. We would like to purchase the retirement plan segment of advisor's books. Preferably from advisor's who don't specialize in retirement plans but are selling their books and have a few retirement plans. We would purchase the retirement plan business and someone else would take the wealth-management portion of their book.

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