$100MM AUM | $650,000 GDC in Santa Barbara, CA
Member is Interested In:
I have a boutique fee based only practice (roughly 100 mill. AUM) in Santa Barbara California focused on high net worth individuals and small to mid size endowments/foundations. Through my partnership with Beacon Pointe Advisors I have access to significant depth and resources of a $9 billion RIA. I am looking to grow my practice on the central coast and interested in a potential merger or purchase of someone's practice.