Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
829 days old
General
Location
Beverly Hills, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$150,000,000.00
# of Accounts
10,000
Avg Client Age
45
Overview

We are one of the largest private equity companies in Beverly Hills with over 150 years of collective experience. We are seeking to acquire RIA, CLU and financial services offices for nationwide teams of advisors.

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