Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Fullerton, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$170,000.00
# of Accounts
100
Avg Client Age
50
Overview

I'm currently looking to expand my business and be the succession solution to a retiring advisor that has run a solid business with a solid reputation or an advisor looking to exit the business.

We are an ethical and loyal comprehensive financial planning, retirement planning, wealth management practice that has grown organically over the last ten years and look forward to growing by acquisition.

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