$25MM AUM | $350,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
$350,000
Gross Revenue
175
# of Accounts
62
Avg Client Age
Overview

I run a boutique Wealth Management Firm in Irvine, CA specializing in Value Investing, Retirement Planning, Distribution Planning and Wealth Preservation. I am interested in growing my practice thru acquisition of like minded practices.

Extended Profile Information

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