Overview

We are a $2B RIA located in West Los Angeles.

We are looking to enhance our wealth management offering by bringing in independent advisors or a group under our umbrella. Our firm has the infrastructure and the culture that can allow your team to quickly hit the ground running. You and or your team will have the opportunity to grow within a thriving practice. We have institutional clients, lots of consultant relationships, and everything necessary to for your continued success.

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within 6 months

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