Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
468 days old
General
Location
Westlake Village, CA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
228
Avg Client Age
55
Overview

We are a flat-fee fiduciary firm seeking acquisition and merger opportunities with the right candidates.

In addition, we form relationships with other advisors and centers of influence as registered solicitors to our firm. Through this process, we are able to compensate our registered solicitors for referrals, provided all requirements are met under SEC Rule 206(4)-3.

If either of these interest you, it would be great to discuss further. Thank you.

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