$175MM AUM | $17MM GDC in
Newport Beach, CA
Looking to purchase a practice with a similar focus on financial planning and superior client service. I have the infrastructure and capacity to handle a purchase of up to $100,000,000 in assets. We currently have staff capacity and licensed financial advisors in addition to myself to accomodate another acquisition, and we have already done 4. In addition, we have available office space to accommodate.