Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Studio City, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$100,000.00
# of Accounts
35
Avg Client Age
40
Overview

I have a small but wonderful practice of about 10 clients. I sold a larger book of business before starting my family 10 years ago. My current book is all managed money and high touch relationships. I am ready to expand and partner with the right individual or firm.

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