$204MM AUM | $2MM GDC in Los Angeles, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Los Angeles, CA, US
Fee 0% Commission 100%
$1,988,000
Gross Revenue
879
# of Accounts
58
Avg Client Age
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.

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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