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Financial Advisor   

$160MM AUM | $1.6MM GDC in Los Angeles, CA

Member Level
Premier
Last Activity
today

Business Mix:

2% Comm
98% Fee

General

Location
Los Angeles, CA, US
12 Month Gross Revenue
$1,650,000
Number of Accounts
572
Avg Client Age
52

Overview

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.

 

Looking for Office Space in Los Angeles, CA

Moving to a larger office within a year. Same general locale: West Los Angeles.

Contact to discuss details
 
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