$91MM AUM | $700,000 GDC in
San Diego, CA
Senior of two business partners seeking buyer/successor for a southern CA practice w/ ~$91m AUM generating $700k+ GDC. Successful candidate must re-locate to our hybrid RIA office and will potentially succeed the second partner's portion of the practice of ~$250m AUM. Combined practice generates ~$2m GDC. Interested parties please reply to this listing or call ___-___-____ and leave a detailed message.