$650MM AUM | $5MM GDC in Irvine, CA
Member is Interested In:
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).