$150MM AUM | $1.3MM GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Los Angeles, CA, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
400
Avg Client Age
60
Overview

Currently working within an RIA with my own book of business (about $1.4 annual revenue-100% fee only based on AUM). Serve as the firm's defacto CIO, so I am able to run investment strategy and service clients. Would like to move to San Diego or Santa Barbara and find a partner/firm that would eventually take over my clients (at a price) in the next 5-6 years. Could stay on as consultant for a while too. All info provided here applies to my part of the business, not the whole firm. My home address is used for this purpose, rather than the RIA address.

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