Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
608 days old
General
Location
San Diego, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$850,000.00
# of Accounts
350
Avg Client Age
55
Overview

Launched RIA June of 2018, looking to acquire practices of like-minded advisors looking for succession plans. It's important to me to take great care of my clients and I believe their are other advisors out there who are not only interested in monetizing their life's work but also believe it's important they hand off relationships to a fellow advisor that shares the same philosophy on the importance of taking care of people. Feel free to learn more about our practice at ___

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