$4MM AUM | $75,000 GDC in Orange, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
352 days old
General
Compatibility
Location
Orange, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$75,000.00
# of Accounts
50
Avg Client Age
65
Overview

Seeking to enter into a mutually beneficial relationship with the right Advisor and/or Registered Representative in the Orange County/Los Angeles areas. Prefer to work with someone who is retiring but willing to discuss with anyone looking to sell. At 38 years of age, I hold the position of Branch Manager with a reputable Independent Broker Dealer/Registered Investment Advisor in OC. Maintain about 4M AUM, seeking business with 5-15M AUM.

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