$200MM AUM | $2MM GDC in Santa Monica, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Santa Monica, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
400
Avg Client Age
50
Overview

I provide for clients in need of asset management, investment income, business planning and estate planning.

I offer insurance and annuity solutions as well as commission and fee based asset management. Consistent client engagement is key to building successful long-term relationships. I help my clients navigate the financial opportunities and obstacles that affect their lives. I partner with my clients other trusted advisors to implement and sustain their vision.

My goal is an orderly transition with minimum disruptions to clients as well as the continuation and growth of the practice you have established.

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