Overview

Currently operating out of two locations, Brea and Palm Desert, CA. Almost 100% fee based business with concentrations on financial and estate planning. Fee sharing arrangements with many CPAs and Attorneys. Looking to add new advisors/partners to my current business with a goal of existing the business and selling to the new partners within the group 10-15 years out. Assets at $200mm with revenue at $2mm annually.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...