$125MM AUM | $900,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
406 days old
General
Compatibility
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
275
Avg Client Age
57
Overview

We are a boutique Financial Advisory Firm based in Irvine, CA that helps clients persevere wealth and sustain family legacies. Our firm is looking to acquire practice(s) of local Financial Advisors who would like to sell their business and retire in the next 1-3 years. The ideal candidate has successfully built a feed based book of business, is fully registered with FINRA and State Insurance License and is in good standing.

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