$135MM AUM | $1.6MM GDC in Redondo Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity
Location
Redondo Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
275
Avg Client Age
65
Overview

We are a well known, and successful wealth management firm in the South Bay area. We have an in-house portfolio management team, and are very well connected in the community. We are looking to purchase smaller practices or books of businesses. If you are looking to slow down or retire, then please contact us.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...