$90MM AUM | $500,000 GDC in Newport Beach, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Location
Newport Beach, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$500,000.00
# of Accounts
550
Avg Client Age
55
Overview

We are a growing firm that focuses on serving families and employer groups for planning, investor coaching and advisory services. We are headquartered in Newport Beach, CA with a second location in Santa Barbara but serve clients throughout Southern CA. We've developed a process for successful transition/succession for advisors that would benefit from systems and support to help focus back on their clients. We support advisors as they approach a future transition as well as mid-career advisors that are looking to join a team that truly loves working collaboratively to enhance client experience and outcomes. We would love the opportunity to grow with like minded partners or assist advisors in the sustainable, client focused, transition of their business.

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