Market
RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Newport Beach, CA, US
Profile Type
Merge
Business Type
Registered Investment Advisor
AUM
$300,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
650
Avg Client Age
56
Overview

7 staff people, appropriate credentials, CFP,MBA,CFA and the energy/ enthusiasm to serve more people. Looking to grow clients and intellectual capital through M&A transaction with a wealth management practice that provides both parties with the synergies to have 1 plus 1 equal 3.Need to be open to merger being on our platform. Located in Newport Beach.

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