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Financial Advisor   

$67MM AUM | $600,000 GDC in San Diego, CA

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this week

Business Mix:

0% Comm
100% Fee


San Diego, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Looking to merge with or acquire practices from advisors exiting the industry over the next 0-5 years. No book too small. Clean U-4. Likely an all cash buyer depending on book size. My firm is comprised of several advisors, manages over $400mm, and has successfully acquired other practices in the past. I manage 32 families around the country with $67mm in AUM. Additionally, I spent years consulting financial advisors nationwide at most major intermediaries, so I am deeply familiar with different practice models, products, services, etc. I invite the opportunity for an introductory call to see if we are a good fit.

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