$160MM AUM | $1.6MM GDC in Los Angeles, CA
Member is Interested In:
Independent RIA with $160 million AUM and 2 owners, wishes to acquire:
1. Younger financial professionals with a book of business for succession purposes.
2. Mature practices from a retiring professional for immediate increases in AUM.
We are primarily fee-only but with a small B-D business, so technically a hybrid. We do both comprehensive financial/life planning and investment management in-house, having both CFA and CFP professionals on staff.