Overview

Lazari Capital, an SEC registered RIA with offices in Glendale and Woodland Hills, CA, is seeking an opportunity to purchase or "tuck-in" advisory firms. We have a platform that includes attorney's and tax professionals in our offices. We have custodial relationships with Fidelity Institutional and Raymond James. For advisors seeking office space, we have space available in our Woodland Hills and Glendale offices. Call Mike De Luz at ___-___-____.

Last Activity
6 months or more

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