Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Brea, CA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,015,031.00
# of Accounts
700
Avg Client Age
55
Overview

Comprehensive wealth management firm looking to expand our footprint through acquisition and/or merger with other practices. We have been in business for over 25 years, first at Morgan Stanley and, as of 2013, independent clearing through Fidelity and Kestra. We manage assets through proprietary models and do financial planning and estate/ insurance reviews. We have both a CIMA and CFP on staff and two assistants. You can see our website at ___

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