$600MM AUM | $5MM GDC in Marina Del Rey, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Marina Del Rey, CA, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

Our goal is to help simplify the complexities of our clients lives through our various service offerings. We are financial planners and tax professionals. We offer a bundled service of investment management, financial planning, tax preparation/planning, and accounting. We believe this gives us a unique differentiation and a true value add to our clientele.

I am always interested in meeting great people no matter what the eventual outcome. We have completed all sorts of transactions including, mergers, acquisitions, tuck ins, and have many creative solutions if our visions align. We are 100% employee owned and always open to more shareholders, a merger, or even an acquisition with the right match.

Are you younger and looking to gain equity, get to your goals faster, be part of a team? We have great need for your skills and energy with retiring advisors and succession planning. Are you an experienced advisor looking to find succession and pass on your legacy? We have great youth to help you transition over time or in the near future.

Our headquarters are in Seattle, but I live in Los Angeles. Perhaps there are some interesting opportunities we should be exploring together. I invite you to contact me about anything of interest.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...