$60MM AUM | $550,000 GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
450 days old
General
Compatibility
Location
Los Angeles, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$550,000.00
# of Accounts
62
Avg Client Age
51
Overview

Boutique investment advisory and financial planning firm based in the Brentwood area of Los Angeles. Looking for avenues of growth.

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