$350MM AUM | $3MM GDC in Seal Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Seal Beach, CA, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
1,200
# of Accounts
60
Avg Client Age
Overview

We are a fee based Wealth Management practice using comprehensive financial planning to help clients better understand their goals and their investment criteria. We are looking to acquire another practice with a similar business mix and possibly someone looking to exit the business.

Has Office Space to Share in Seal Beach, CA

Can build to provide necessary space to the right acquiring practice.

Contact to discuss details
 
Extended Profile Information

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