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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
175
Avg Client Age
62
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...