Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
65
Avg Client Age
60
Overview

We are a Newport Beach based RIA, looking for like-minded individuals. We are interested in growing via merger/acquisition or succession opportunities. We are old-school investors in individual stocks and bonds, nothing else. We believe in active management, and are 100% fee-based. We are primarily asset managers, although we do help clients with other aspects of their financial lives. We'd be especially interested in finding a partner who enjoys marketing and business development, since we're a couple of egghead portfolio managers with limited interest in spending endless hours on the golf course schmoozing attorneys and accountants. And a sense of humor is mandatory.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...