$820MM AUM | $5.6MM GDC in Palm Desert, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
303 days old
General
Location
Palm Desert, CA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$820,000,000.00
Gross Revenue
$5,600,000.00
# of Accounts
1,400
Avg Client Age
74
Overview

Hybrid RIA. We use Charles Schwab and TD Ameritrade as custodians. Our broker dealer is Purshe Kaplan Sterling with National Financial Services serving as custodian. We are looking to purchase existing books of business or bring financial advisors onto our platform for turn key service. Having worked at two wirehouses, we know how to help advisors go independent and provide a full service solution.

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