$45MM AUM | $400,000 GDC in Encino, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Encino, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
174
Avg Client Age
52
Overview

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.

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