$150MM AUM | $1.5MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
60
Overview

we are a growing, MFO, Fee-based, independent/boutique practice with a team based (ensemble) approach-- we do more of an endowment style of portfolio management within the holistic wealth management context-- over 50% of clients are former business owners or current business owners---Looking to develop a deeper partnership for the Team, growth both organically and by merger/acquisition--with ownership opportunities similar to law firms/CPA firms

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