$100MM AUM | $1MM GDC in Rancho Mission Viejo, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
289 days old
General
Location
Rancho Mission Viejo, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
100
Avg Client Age
40
Overview

I am looking to buy an existing book of business. Details on existing fund are available upon request, it is a little complicated as I would be purchasing this book of business with my father who has 30+ years experience in the money management industry. We are looking to make a purchase and are not interested in joining an existing fund. The typical fund would deal with mainly equities and fixed income, no insurance products. Looking for a minimum of $15MM AUM with a revenue of no less than $200,000/yr.

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