Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Los Angeles, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$204,000,000.00
Gross Revenue
$1,988,000.00
# of Accounts
879
Avg Client Age
58
Overview

Independent RIA with $190 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.

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