$30MM AUM | $300,000 GDC in Newport Beach, CA

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Newport Beach, CA, US
Fee 0% Commission 100%
$300,000
Gross Revenue
100
# of Accounts
55
Avg Client Age
Overview

I have been a financial advisor since 1992. We have built a firm where we manage the back office operations for independent advisors who would prefer to spend their time working with clients and gathering new assets.
We have several offices in Southern California and are interested in working with a couple more offices in Southern California and Portland, Oregon.

Extended Profile Information

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