Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
442 days old
General
Location
Pasadena, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$3,250,000.00
# of Accounts
450
Avg Client Age
55
Overview

Pasadena Private Wealth was launched in May, 2018 when a team of Advisers lifted out from Merrill Lynch. PPW offers a holistic practice that is focused on business owners and entrepreneurs and currently serves 140 HNW families. PPW has an experienced team that services the institutional retirement business. PPW uses a disciplined, tax efficient approach to managing client assets using a trend strategy portfolio of ETFs. We are looking for Advisers who may be retiring in the next few years and want to offer their clients a seamless transition. We are also open to having an Adviser join us that would like to leverage our platform which includes wealth management, lending, real estate, private equity and and investment banking services. We recently launched our first Real Estate fund that allows our clients and non-clients to invest directly in a pool of commercial income producing properties. Later in 2020, we have plans to launch a PE/VC fund that allow direct investing into private enterprises at various stages of development. Advisers who have clients who like to invest in real estate and private equity would benefit from being part of our team. Our lending platform focuses on lower middle market companies which is another advantage that we offer an Adviser who competes with the bank platforms.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...