$35MM AUM | $650,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Irvine, CA, US
Listing Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
250
Avg Client Age
45
Overview

Our practice is focused on meeting the clients needs and concerns. We do this initially by setting up a financial plan to accomplish their goals and then we implement it.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred 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

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...