Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Costa Mesa, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
250
Avg Client Age
62
Overview

Historically balanced (fee/brokerage) business moving towards a predominately fee-based business model. Partnership of independent holistic advisor, with strong estate planning background, and institutionally trained and experienced investment manager. Strong wealth planning business. Investment philosophy rooted in value and needs based investing. Philosophy incorporates active and passive management disciplines.
Desire is to grow and add value via organic and outside growth vehicles.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...