Compliance Leverage Math Practice Management 
CFO News Room
NOVEMBER 29, 2022
Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. How does the estate-planning practice weave in in practice? Anh: So, it is a separate practice. This is part of the advisory firm?
CFO News Room
DECEMBER 27, 2022
John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management.
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