$139MM AUM | $1MM GDC in Pasadena, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Pasadena, CA, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
1,300
# of Accounts
57
Avg Client Age
Overview

Lake Avenue Financial provides a proactive approach to comprehensive wealth management. Our experienced independent financial advisors connect client's current financial situation with their retirement, investment, tax and estate goals. We partner with clients for the long term and help every step of the way in order for them to fulfill their financial goals and retire comfortably. We extend beyond the normal advisor/client relationship, providing truly unbiased advice and the most personal service available to ensure our clients are successful and enjoy a healthy level of financial literacy. We strive to help educate our valued clients in order to create financial stability and independence for them. This education is vital for our clients to successfully make prudent decisions regarding their future.

Our goal for being a member of Succession Link is to find other like minded advisors as well as opportunities for an Acquisition, Merger or Succession Planning.

Extended Profile Information

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