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Financial Advisor   

$850MM AUM | $6MM GDC in Newport Beach, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

2% Comm
98% Fee

General

Location
Newport Beach, CA, US
12 Month Gross Revenue
$6,000,000
Number of Accounts
1,200
Avg Client Age
60

Overview

We are 100% fee based and are a Fiduciary advisory and investment management firm in Newport Beach CA. We are looking to purchase an existing RIA business from a retiring or exiting advisor tream and fully integrate into our business. Orange County CA location, Fiduciary culture, and fee based practice only.

 
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