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

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

Extended Profile Information

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