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Financial Advisor   

$100MM AUM | $650,000 GDC in Santa Barbara, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Santa Barbara, CA, US
12 Month Gross Revenue
$650,000
Number of Accounts
80
Avg Client Age
55

Overview

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.

 
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