$37MM AUM | $580,000 GDC in Santa Monica, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Santa Monica, CA, US
Fee 0% Commission 100%
Gross Revenue
$580,000
# of Accounts
165
Avg Client Age
60
Overview

I'm a young credentialed (CFP & CDFA) advisor and co-branch manager looking to buy a practice, merge a practice, or work alongside an advisor to split the business and transition them out of the day-to-day grind. I have my own book and am looking to grow. I am a Registered Principal and run the branch along with an older partner. Our practice is a mix of individuals/families as well as corporate retirement plans.

Looking for Office Space in Santa Monica, CA

Open to different office space if situation made sense

Contact to discuss details
 
Extended Profile Information

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