$50MM AUM | $500,000 GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Newport Beach, CA, US
Fee 0% Commission 100%
$500,000
Gross Revenue
300
# of Accounts
46
Avg Client Age
Overview

Looking for opportunities to purchase an investment book in the Newport Beach, CA area. Goal would be to bring the book over to our firm and team and work with the Advisor that is selling their book/relationships on a smooth succession or partnership through the process

Extended Profile Information

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