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.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...