$75MM AUM | $250,000 GDC in Chino Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Location
Chino Hills, CA, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
115
Avg Client Age
51
Overview

We are looking to acquire or merge with RIA's in the Illinois or California areas. We are 100% fee based and hope to acquire or merge with similar fee based businesses. Our Team has 20+ years experience building quantitative models using volatility overlays to provide clients the best risk adjusted returns. Our team also has media exposure on CNBC, FOX and Bloomberg regularly. Our firm sub-advise's to hedge funds, RIA and SMA retail accounts, and create ETF's and UIT's to increase overall AUM.

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