Join or Login for Access

SL advisors Listing
Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Irvine, CA, US
12 Month Gross Revenue
$350,000
Number 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.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging