Overview

We are a Hybrid RIA (may change with new DOL rules). We currently have two locations and are looking to add another in the North Los Angeles area or the Bay Area.

We have the infrastructure and capacity to completely take over a practice, current owners want to depart after a short transition. Or, merge another practice in and take over the operations and compliance, for a practice where the owner wants to continue or transition to a younger associate who is not yet ready to take over the practice on their own.


Last Activity
6 months or more

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