$130MM AUM | $640,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
San Diego, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$640,000.00
# of Accounts
700
Avg Client Age
60
Overview

Looking to expand in the San Diego/Southern California region. We have 4 brokers in our downtown office and are looking to add additional brokers and/or practices. We have been in business for 50 years in San Diego and an independent clearing through Wedbush for the last 14 years. Our broker/dealer also allows us to clear through Pershing and NFS.

We offer anything from simple office space for your business all the way up to purchasing outright your practice. We are licensed for insurance, annuity, fee and commission based business and are open to all of them.

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