$70MM CAD AUM | $700,000 CAD GDC in Oakville, ON

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Oakville, ON, CA
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$70,000,000.00 CAD
Gross Revenue
$700,000.00 CAD
# of Accounts
120
Avg Client Age
55
Overview

I am a CFA charterholder. I hope to take practice into discretionary in the near future (not mandatory for new assets at this point)
I run a fee based practice with avg client size of $500k.
I am looking to buy assets and/or become a successor for someone's book who is looking to exit.

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