$155MM AUM | $1.4MM GDC in Fullerton, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Fullerton, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$155,000,000.00
Gross Revenue
$1,367,000.00
# of Accounts
400
Avg Client Age
62
Overview

Looking to grow our practice through acquisition, or provide a succession plan for advisor(s) looking to retire within 1-2 years. KFM is a fee only Registered Investment Advisor working with clients as a trusted advisor. We create personalized solutions to complex financial planning issues that ultimately provide comfort, simplicity, security and confidence for our clients financial futures. We use Charles Schwab as our custodian and work directly with DFA mutual funds.

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