$3MM AUM | $950,000 GDC in Laguna Hills, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Laguna Hills, CA, US
Profile Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$950,000.00
# of Accounts
4,500
Avg Client Age
58
Overview

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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...