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$25MM AUM | $165,000 GDC in Solana Beach, CA

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Business Mix:

0% Comm
100% Fee


Solana Beach, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I have an Investment Management firm that is registered as an RIA with the State of California. I am looking to increase our firms AUM by acquiring fee-based clients that are considered HNW.


Has Office Space to Share in Solana Beach, CA

Share in cost of fully furnished office space. Located in North County and has a full-time receptionist included in monthly cost. Your cost is only $500 a month. I only use space 10 hours a month and the rest of the time it is free to be used solely by the person who wants to share in the office cost.

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