$7.5MM AUM | $100,000 GDC in Corona Del Mar, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Corona Del Mar, CA, US
Fee 0% Commission 100%
$100,000
Gross Revenue
25
# of Accounts
55
Avg Client Age
Overview

Seeking to purchase an investment management practice in Orange County, CA (Newport Beach, Laguna Beach, Irvine) and La Jolla, CA.

I am a CFP. CPA, and RIA with a fee only wealth management practice.

Please contact me if you are seeking to sell your practice, planning to retire, or seeking a continuity plan for your practice.

Extended Profile Information

Loading...