Join or Login for Access

SL advisors Listing
Financial Advisor   

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

Member Level
Premier
Last Activity
this month

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.

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging