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$38MM AUM | $300,000 GDC in Encino, CA

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Last Activity
this month

Business Mix:

0% Comm
100% Fee


Encino, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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.

Contact to discuss details
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