$400MM AUM | $1.2MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
400
Avg Client Age
55
Overview

Own and operate Newport Beach based RIA with offices throughout Southern California. Looking to add advisors and other RIA's interested in a more comprehensive platform and strategic partnerships to assist in the growth of your business.

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