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

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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...