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Financial Advisor   

$650MM AUM | $5MM GDC in Irvine, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Irvine, CA, US
12 Month Gross Revenue
$5,000,000
Avg Client Age
55

Overview

We recently merged under another company and use TD Ameritrade, Fidelity and Schwab to house assets. Combined AUM is 650mm, we have state of the art technology and a fantastic back office to support a firm's needs. We are actively seeking other firms that might be interested in rolling up/merging in order to achieve economies of scale on many levels. # of accounts and households is purposely 0 for confidentiality purposes (URL listed is pre-merger).

 
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