$95MM AUM in Fullerton, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
220 days old
General
Location
Fullerton, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$95,000,000.00
# of Accounts
415
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.

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