$975MM AUM in La Jolla, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
La Jolla, CA, US
Fee 0% Commission 100%
# of Accounts
2,800
Avg Client Age
55
Overview

We are a 12 year old fully GIPS verified Registered Investment Advisor.

We are looking to acquire a rising star individual or team. This individual would bring their AUM and a growth mindset to become our Chief Wealth Management Officer (Head of Private Client). We currently have $800MM in AUM that we manage for other advisors and this is growing rapidly. We also have $175MM in AUM that is direct (Private Client). Individual or team joining the organization would be charged with managing and growing the Private Client AUM.

Individual must be willing to be fee only. (May make exception for complex insurance cases if conflict fully disclosed)

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