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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Solana Beach, CA, US
Fee 0% Commission 100%
$165,000
Gross Revenue
60
# of Accounts
50
Avg Client Age
Overview

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.

Contact to discuss details
 
Extended Profile Information

Loading...