$400MM AUM | $2.5MM GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
300
Avg Client Age
61
Overview

Advisor with an national RIA registered with LPL. 15 years of experience in comprehensive wealth management based out of Orange County.

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