Overview

We are a RIA that manages both equity and fixed income accounts and the principals of firm have extensive investment experience. This national award winning firm of both equity and bond strategies has interest in buying either another investment manager or a book of business. Prefer a seller that has custody of client funds at Schwab. Buyer has offices in West Los Angeles and Orange County.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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