$126MM AUM | $1.2MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Newport Beach, CA, US
Fee 0% Commission 100%
$1,200,000
Gross Revenue
70
# of Accounts
60
Avg Client Age
Overview

We are interested in identifying an individual with financial planning experience and ideally a CFP credential who could assist us in growing our firm and adding additional capabilities.

Also, we are interested in meeting firms at or below our AUM level that would consider merging or being acquired. We manage individual equity and balanced accounts with a value philosophy.

Extended Profile Information

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