$1.3MM AUM | $2.5MM GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
200
Avg Client Age
55
Overview

interested in acquire 401(k)/retirement plan book ,both fee and commission based,if you don't have the infrastructure in place to manage 401(k) business correctly under new fiduciary rules, sell it before you lose it !

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