$120MM AUM | $850,000 GDC in Riverside, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
Profile Age
140 days old
General
Location
Riverside, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$850,000.00
# of Accounts
950
Avg Client Age
56
Overview

We are a financial advisory partnership located in Riverside and are interested in expanding through acquisitions. We have experience in both acquiring practices from retiring advisors as well as selling portions of our practice. We have the proper systems in place to integrate multiple clients at a time without disruption in excellent client service. We are seeking an advisor who is planning on retiring in the next five years. In our experience, being able to work alongside the retiring advisor for at least one year creates a better overall experience during the transition.

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