$80MM AUM | $700,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$700,000.00
# of Accounts
145
Avg Client Age
56
Overview

I am looking to acquire, merge or join to be a successor for a similar practice as mine. I have been in the financial planning industry for 25 years, yet have primarily been building my fee based investment practice since 2007. Primarily an advisory practice with a strong emphasis on financial planning as the basis for discussions surrounding accumulating and protecting wealth. Small business owners are my typical customer base, which has garnered 20% of my revenue in retirement plans as a fiduciary. I am a big believer in investing in my practice through software and a 9 year Client Relations Manager who is in very close contact with all of my clients.

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