Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
630 days old
General
Location
Toronto, ON, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00 CAD
Gross Revenue
$600,000.00 CAD
# of Accounts
750
Avg Client Age
55
Overview

We are a Canadian wealth management firm that specializes in succession planning for financial advisers. We are currently looking for a suitable acquisition in the greater LA area (ideally between Woodland Hills and Calabasas). We are well capitalized and have a partnership with an existing US RIA.

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