$35MM AUM | $315,000 GDC in Los Angeles, CA

Market
RIA
Member Level
Basic
Last Activity
this week
Profile Age
83 days old
General
Location
Los Angeles, CA, US
Profile Type
Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$315,000.00
# of Accounts
250
Avg Client Age
55
Overview

Young, 35 year old advisor, clean record. Main custodian Schwab. Seeking similar business partner to share expenses with.

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