$10MM AUM | $120,000 GDC in Los Angeles, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
113 days old
General
Listing Type
Buyer
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
15
Avg Client Age
60
Overview

Looking to add/buy about $10-20 million of AUM to add to my practice. Have been working part-time to care for my family. Now looking to do full-time and grow my business. My practice is mostly managed money under SMA or UMA. Been managing and creating portfolios successfully for my clients for the last 7 years with a mixture of stocks, bonds, mutual funds. Only use annuities, insurance or any financial instruments as needed/requested by the clients. I manage my clients' portfolios for long-term growth/retirement as the main focus.

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