$7MM AUM | $350,000 GDC in Newport Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Newport Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$350,000.00
# of Accounts
140
Avg Client Age
55
Overview

Looking to purchase as part of continuity plan or straight buyout existing FP Firm/RIA in Orange County, CA and possibly north San Diego area (Carlsbad).

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