$3MM AUM | $950,000 GDC in
Laguna Hills, CA
After 23 years in the Fixed Life (primarily annuities) business, Became an RIA three years ago. Am just beginning to successfully exploit this opportunity. Recently relocated from a very high rent Newport Beach office to lower overhead. Presently in Professional upscale 1000 sq ft office in Laguna Hills. Would be open to a merger or shared office/revenue opportunity to help reduce overhead and push revenue to profit. Am looking to retire in 3 years or so. Mentoring an associate to eventual succession would be an excellent mutual opportunity.