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.

Last Activity
6 months or more

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