Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Laguna Niguel, CA, US
Profile Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
250
Avg Client Age
60
Overview

I wish to either purchase a practice or do a succession plan with a viable existing practice as well as I would consider joining forces with another successful RIA. I currently have 4 associate agents. Together we do over 20 million in annuity premium and life insurance premium a year down here in the Orange County area. I have an existing upscale office with 3,000 square feet which I share with a successful female estate planning attorney.

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