$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%
$1,800,000
Gross Revenue
550
# of Accounts
57
Avg Client Age
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.

Extended Profile Information

Loading...