$1MM AUM | $1MM GDC in Woodland Hills, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
751 days old
General
Compatibility
Location
Woodland Hills, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
300
Avg Client Age
50
Overview

Financial planning and wealth management team. Very experienced with mixed expertise. Looking to buy a practice or find an advisor who wants to join our firm. We have deep pockets and can facilitate most offers if the practice is right.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...