Overview

We are a $2.4B RIA located in the Westwood area of Los Angeles. We are looking to enhance our wealth management offering by bringing in a group under our umbrella who specializes in financial planning. Our firm offers the infrastructure that can allow your team to integrate quickly and we can alleviate the back-office and compliance burden that is typical in this space. We are also open to creative deal structures which can allow for favorable economics. Your team will have the opportunity to grow within an already thriving practice while working alongside our team to create a strategic plan for future success.

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