Overview

We are a boutique registered investment advisory firm providing investment, wealth retention, and wealth accumulation advice to the greater Orange County and Los Angeles region. Our firm is looking to assist local advisors nearing the end of their career in a smooth transition into retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
941 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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CRM Systems

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