$30MM AUM | $150,000 GDC in Newport Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$150,000.00
# of Accounts
300
Avg Client Age
55
Overview

Hybrid: Commission, Fee, Planning.
CFP. Taught Retirement Planning at UC Irvine and Univ of Redlands.
FPA-OC Past Board Member.
OSJ, with 6 branch offices.
Focus: Structured Notes; 401k/DB Corp Plans
Goal: Achieve synergies

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