$37MM AUM | $400,000 GDC in Newbury Park, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
340 days old
General
Location
Newbury Park, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$37,000,000.00
Gross Revenue
$400,000.00
# of Accounts
150
Avg Client Age
75
Overview

Looking to acquire any book of business that considers the client comes first service mentality. I have been successful with one succession opportunity and would like to pursue another. I was able to transition a complicated hybrid model into a goals based, financial planning and fee based model. Recently I moved to a Regional RIA firm that offers great technology, multiple custodial relationships and a service model that I believe will make your transition a success.

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