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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Irvine, CA, US
Fee 0% Commission 100%
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).

Extended Profile Information

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