Overview

We are a small fee only RIA firm looking to grow through acquisition. Tax planning a preparation are included in our service offering and we have an accountant on staff. We also operate as a third party administrator specializing in employer sponsored retirement plans. We include all services for all clients with no additional charges (nothing is a la cart).

Our current client base is in San Diego & Los Angeles as we look to move our base of operations to Orange County. We are looking to acquire a small firm to help establish our presence in southern California as we are a military family returning home to California from Washington state.

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
614 days old

Business Data

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