$70MM AUM | $700,000 GDC in Encino, CA

Market
RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Encino, CA, US
Listing Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$700,000.00
# of Accounts
500
Avg Client Age
50
Overview

Fee-based RIA. Offers comprehensive fee-based investment management. Two advisors, both CFPs, as well as support staff. Growing organically, but Looking to accelerate growth through acquisition. Highly ethical, client focused, mix of passive and active management, all aligned to client goals and financial circumstances.

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