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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Santa Monica, CA, US
Fee 0% Commission 100%
Gross Revenue
$580,000.00
# 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.

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