Market
RIA
Member Level
Chalice
Last Activity
today
General
Location
Manhattan Beach, CA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Business Type
Registered Investment Advisor
AUM
$181,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
120
Avg Client Age
55
Overview

Fee based RIA with locations in Los Angeles area and Albuquerque. Interest in acquisition and merger possibilities

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