Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
San Diego, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$935,000.00
# of Accounts
500
Avg Client Age
64
Overview

Newport Wealth Advisors is a CA state RIA with 3 offices (Del Mar, Newport Beach, and Fullerton). Our firm provides comprehensive financial planning advice specifically to those very near to, or already retired. We specialize is providing highly customized planning advise that includes, but is not limited to, income planning, portfolio management, tax planning, estate-planning, insurance needs, pension and social security optimization, We would be interested in either buying or merging with like minded organizations/individuals.

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