$210MM AUM | $1.3MM GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
332 days old
General
Compatibility
Location
Los Angeles, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
1,250
Avg Client Age
55
Overview

Looking to bring on great Advisors looking to grow a book as well as set up succession plans to lay out their retirement roadmap.

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