$12MM AUM | $100,000 GDC in Westlake Village, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Westlake Village, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
50
Overview

My client base is definitely young/younger - all clients are still in growth stage.
- My business is about 90% fee, 10% commission.
- My book is about 50% business plans, 50% individual clients.
- My book is about 70% mutual fund, 10% ETF, 10% non-traded, and 10% other.
Goal, hope to accomplish: Purchase one or more smaller practices.

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