$64MM AUM | $470,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
General
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$64,000,000.00
Gross Revenue
$470,000.00
# of Accounts
180
Avg Client Age
60
Overview

My name is Jeni Tryon. I am looking to grow through acquisition in the very near future, 12 months or less. I have a seasoned service team. I am also a CFP, CDFA, 20 years in the business. Worked as a broker at Salomon Smith Barney for 5 years before moving to LPL since 2002.

I now utilize eMoney extensively and focus on comprehensive management. Aside from credentials, I believe one of my strengths is building meaningful, long relationships with my clients and their families. They aren't a number to me or my staff. I am 43 so I still have a long career ahead of me as well. My website is ___ I would really like to speak with you if you are serious about selling and finding a trusted advisor for your relationships.

Sincerely, Jeni

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