$75MM AUM | $650,000 GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Los Angeles, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
200
Avg Client Age
50
Overview

I have over 20+ yrs. in financial services, 11+ yrs as an independent firm. We provide family office style services to our clients inclusive of standard financial, estate, insurance, and business planning. Our practice is 95% discretionary fee based. We are an independent firm and are looking for growth opportunities (purchase, succession, merge). Please contact ___ for inquiries.

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