$250MM AUM | $2MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Newport Beach, CA, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
1,000
# of Accounts
50
Avg Client Age
Overview

We are a local RIA that focuses on total wealth management. We utilize DFA in our allocations. Our growth rate has been great so far, but we would be interested in acquiring additional practices.

Extended Profile Information

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