$56MM AUM | $476,000 GDC in Newport Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Newport Beach, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$476,000.00
# of Accounts
68
Avg Client Age
55
Overview

I am seeking to acquire a practice only if it is local to my area and only if it is a good fit. We offer wealth management services for our clients, we charge a fee for the planning work and are primarily fee-based. We provide a very high touch client experience.

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