$350MM AUM | $3.5MM GDC in Los Angeles, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
30 days old
General
Listing Type
Buyer
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
125
Avg Client Age
68
Overview

We are young and growing advisors who are looking to acquire or merge with other advisors that want to sunset out of the business. We focus on Ultra-high net worth families that have gone through a major liquidity event. We grew at business at a large wirehouse before going independent in 2018. We manage our clients portfolios mostly in fee based discretionary accounts.

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