$1,000MM AUM | $20MM GDC in Newport Beach, CA
Member is Interested In:
We would like to attract experienced advisors to join or acquire their practice as part of their exit strategy. Our business started in 1970 in Newport Beach. We own our on building, have 125 associates, additional locations in HI,TX. We have over 1 billion in AUM. Our business model is fully scaled with highly experienced staff and professional degreed people in law and accounting to bring the proper intellectual knowledge to our advisors and clients. We are known for our coaching of advisors and the service we deliver in the practice management area of your business. Finally we have a great marketing process that help put your clients in positive mental states and allows you to move up the client ladder. If you wish to sell we have the type of organization that will allow you to exit with peace of mind knowing that your clients will be serviced and well cared for in a very professional way and have accesses to wide array of services.