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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
Gross Revenue
$650,000
# 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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