$250MM AUM | $2.1MM GDC in Irvine, CA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
850
Avg Client Age
52
Overview

We are a U.S.-Canada cross-border wealth management firm that provides investment management, financial planning and tax planning for affluent families. Our investment strategy includes DFA funds and ETFs. We are looking to acquire a practice with a similar investment philosophy that also puts an emphasis on financial and tax planning.

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