Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
595 days old
General
Location
Woodland Hills, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$220,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
300
Avg Client Age
50
Overview

Looking to purchase practices, open to other states besides California. We are located in Oregon and Southern California. Our team is composed of four Advisors and two support staff. Most of our clients are in California and Oregon but we also have quiet a few in Arizona, Utah, Colorado, Washington, New York, Georgia, Florida and Nevada.

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