$180MM AUM | $1.2MM GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
620
Avg Client Age
68
Overview

Clearview Investment Partners, LLC is a Newport Beach CA RIA. We primarily manage money for high net worth individuals. We are four partners with a minimum of 20 years experience, all local. Looking for an advisor to merge or sell practice, preferably local.

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