$250MM AUM | $1.6MM GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Irvine, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
1,350
Avg Client Age
65
Overview

We are a multiple advisor practice with a team oriented approach to holistic planning. Our infrastructure, commitment to service and compassion for our clients has helped our practice grow primarily through referrals. We are looking to add to our practice through acquisition. If an advisor is looking for a great firm to hand their loyal clients to, we would like to be strongly considered. While we are wealth managers by definition, our primary focus is helping our clients transition to a comfortable retirement. We are teachers first, sales people second.

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