$200MM AUM | $1.6MM GDC in Woodlnd Hills, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
145 days old
General
Compatibility
Location
Woodlnd Hills, CA, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
650
Avg Client Age
70
Overview

Looking for a younger junior partner to mentor and train to gradually take over some client relationships. Our firm focuses on relationships and not transactions. We do not actively trade our client's accounts but rather focus on a buy and hold strategy using modern portfolio theory.

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