Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Santa Monica, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,700,000.00
# of Accounts
800
Avg Client Age
55
Overview

We are a team of two advisors, and two assistants. Our senior advisor has been with Morgan Stanley for 25 years and ranks in the Top 2% of our firm. Our junior advisor has been with the firm since 2012. Together, we work with families spanning multiple generations. We are seeking an advisor who cares deeply about their clients, and are looking for a team that will continue to serve them if the advisor would like to retire in the next 3-5years.

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