$100MM AUM | $1.2MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
443 days old
General
Listing Type
Buyer
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000.00
# of Accounts
400
Avg Client Age
60
Overview

We are a fee based wealth management practice based out of Newport Beach, CA. We serve select families and work primarily with business owners, medical professionals, and widows/widowers. Our practice is focused on helping our clients lead successful and fulfilled lives. We are interested in growing our practice through acquiring other like-minded, client focused, practices.

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