$260MM AUM | $1.8MM GDC in Newport Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Newport Beach, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
402
Avg Client Age
47
Overview

We are a Fee‐Only Registered Investment Advisory Firm based in Newport Beach, CA and have an office in Dallas, TX. We serve a limited number of high-net-worth clients with complex needs. Our clients include entrepreneurs, highly compensated executives, wealthy families, and sports / entertainment professionals. We are looking to grow through geographic expansion, as well as by adding like-minded advisors to our practice.

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