$12MM AUM | $120,000 GDC in Cerritos, CA

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
320 days old
General
Location
Cerritos, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
216
Avg Client Age
55
Overview

Beginning the process to consider buying a smaller practice. My practice is smaller as well, with mainstream investments and primarily fee-based advisory accounts. Balance is mutual funds, UIT's and annuities; some insurance as well. Considering opportunities to buy a similar type practice. I'm an independent, dual-licensed advisor/IAR (LPL ___). Primarily interested in Southern California area as I am based here.

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