Overview

Looking to acquire a book of business in the Orange County, CA area. Seeking any opportunities that present a good fit with regards to personality and business model. Looking for around 25-50m AUM in a fair, structured deal.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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