$750MM AUM | $6MM GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
604 days old
General
Location
Los Angeles, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$750,000,000.00
Gross Revenue
$6,000,000.00
# of Accounts
125
Avg Client Age
60
Overview

Well established RIA looking to acquire

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...