$11MM AUM | $240,000 GDC in Pasadena, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Pasadena, CA, US
Fee 0% Commission 100%
$240,000
Gross Revenue
100
# of Accounts
54
Avg Client Age
Overview

I am a fee based advisor with 18 years experience. I started my current practice after about 15 years with 3 major financial services firms. My focus is on financial planning and investment management for a fee. I also provide insurance for my clients and in some years this revenue is significant. I am looking to grow my AUM business through acquisition. A good fit for me would be someone who has AUM fee based business that may or may not have offered insurance in the past. Though insurance has been, in some years, a significant revenue generator, I have a light touch. I have the ChFC designation and I am planning on taking the CFP exam in November of this year. I am open to all conversations for growth and development.

Extended Profile Information

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