$350 AUM | $2.4MM GDC in Los Angeles, CA

Market
RIA
Member Level
Chalice
Last Activity
within 3 months
General
Location
Los Angeles, CA, US
Listing Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$350.00
Gross Revenue
$2,400,000.00
# of Accounts
500
Avg Client Age
55
Overview

RIA firm with a 100% fee-based model looking to buy a book. Have an efficient business model. Portfolio Management done in house, nothing outsourced. Offer planning on a need-to basis. Would need to be able to transition your clients to our custodian and portfolio management. We have transition teams available to help with the custodian change. Looking to acquire a firm or advisor that is looking to sell or retire soon. Also interested in planners that have control or influence over their clients' investment choices. Location is not a barrier. We are structured to support a virtual model as we are completely on the cloud.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...