$94MM AUM | $1MM GDC in Aliso Viejo, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Aliso Viejo , CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$94,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
50
Overview

I own a rapidly growing independent, fee based RIA practice in Orange County. I am interested in buying practices in Southern California.

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