$262MM AUM | $2.1MM GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller
Location
Irvine, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,139,000.00
# of Accounts
400
Avg Client Age
65
Overview

Orange County based firm established in 1985 with loyal client base. Approximately $262,000, 000 in AUM . 96%of AUM in individual stocks and bonds. Mutual funds used in tag along accounts and in managing 401K's. Wholistic investment advice. Open to being acquired.

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