Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
733 days old
General
Location
Newport Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
250
Avg Client Age
50
Overview

We are an independent boutique wealth management firm offering comprehensive financial/retirement/business planning services to our clients. Our CEO has over 25 years experience and we are looking to expand in the Bay Area and have a local advisor with 10+ years experience on staff to help service the accounts.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...