$205MM AUM | $1.4MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
186
Avg Client Age
58
Overview

The beginnings of the firm were in the form of a multi-family office/wealth management platform. Our key differentiator is our sister firm, a highly experienced team charged with creating investment strategies designed for the needs of our clients. We have strong money management capabilities managed by a team of investment professionals that spent over 13+ years managing portfolios and building the risk management framework at PIMCO. It is completely open-architecture and the existence of an institutional quality investment return “factory” gives our wealth management platform a clear advantage of access to a resource that most advisors can only outsource to.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...