$110MM AUM | $1.8MM GDC in Lake Forest, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Lake Forest, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
550
Avg Client Age
57
Overview

Looking for firms with the desire to exit the 401(k) or pension business, whether by selling or merger. I am not looking for a financial or estate/wealth planning firm as I only want to work with pensions.

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