$110MM AUM | $850,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Irvine, CA, US
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
500
Avg Client Age
55
Overview

Three CFP advisors in a comprehensive practice looking for complimentary buy/merge/succession opportunities. Our practice includes fee-based financial planning, managed assets, annuities, alternative investments, and insurance. Our primary location is in Orange County with other offices in San Diego and Los Angeles.
We are planning centric, creating many client touches per year. Our clients reside in numerous states.

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