$35MM AUM | $300,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Irvine, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$300,000.00
# of Accounts
100
Avg Client Age
55
Overview

I have a primarily fee based practice based in Irvine, CA with a very loyal client base mostly due to both our results and our ongoing service efforts. I am looking to strengthen my service offerings and resources through the strategic purchase or merger with a similar firm. I have the infrastructure and processes in place to support at least triple my current number of households.

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