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.

Market
RIA
Member Level
Basic
Last Activity
within 4 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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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