Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Beverly Hills, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
120
Avg Client Age
55
Overview

Hybrid BD/ RIA wealth management & financial planning firm. Nearly 100% of investment business is fee-based. Commission-based business is mainly from life insurance.

Looking to connect with advisors that are either planning to sell their business, or looking for successors that can manage the business together. We function in a family office style capacity, providing comprehensive investment and planning advice.

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