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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Irvine, CA, US
12 Month Gross Revenue
$2,139,000
Number 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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