$125MM AUM | $400,000 GDC in Manhattan Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Manhattan Beach, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
52
Overview

Privately owned RIA-Only firm. We specialize in entirely custom comprehensive financial services. Currently advising 200+ clients on over $600M in assets across multiple platforms and products ($125M in Direct Management). Looking to acquire smaller practices with or without their incumbent advisors. Core focus of the firm is comprehensive advice services, related products, and financial planning where applicable.

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