Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Irvine, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
150
Avg Client Age
55
Overview

We are a fee-only, independent RIA headquartered in Irvine, CA. Our firm specializes in comprehensive personal financial services with an emphasis on tax-smart planning and investment management. Our advisers are licensed CPAs and CFP professionals. We are looking to acquire a firm with a similar approach to wealth management and client service.

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