$500MM AUM | $4MM Rev in
Costa Mesa, CA
We are a hybrid organization. Our fee advisory business is 100% owner by Partner/Advisors. Our non-fee business is through a national Broker/dealer. Age of our key advisers and leaders varies from 64 to 49 years old. We are looking to MERGE advisory practices that are looking for scale and superior business and client experience in todays environment. Merged book does not belong to the FIRM. It belongs to the ADVISOR. This is truly a practice platform "for the advisors" by the advisors"
Partnership Track and Profit Sharing available for the right Advisor.