$38MM AUM | $300,000 GDC in Encino, CA
Member is Interested In:
We are a fee only RIA . Client oriented practice. We have 2 advisors and one admin-registered para planner. We are looking to acquire a practice that encompassed the same values that always puts the client first. We would like to have an relationship with the seller that is ongoing for at least 1 to 2 years. We are very in-tune to our clients and to the
Community. Principals and staff are active in local charities, church and synagogues. Having lived my entire life in Area, I find it important to bring something back to the clients and the community.
Will work with seller, can fund quickly.
Has Office Space to Share in Encino, CA
2 offices , 2 conference rooms , secretarial space, receptionist with waiting room. Mail and storage areas. Room to expand available.