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Financial Advisor   

$14MM AUM | $100,000 GDC in Los Angeles, CA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Los Angeles, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
4
Avg Client Age
40

Overview

RIA in West LA that manages separate accounts. Would like to partner 50/50 with a CFP/CFP firm. CFP team does asset allocation/estate planning, and my team manages separate accounts (small cap portfolios, real estate portfolios, etc.).

 
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