Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
109 days old
General
Location
West Hollywood, CA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$140,000,000.00
Gross Revenue
$800,000.00
# of Accounts
350
Avg Client Age
50
Overview

Looking to acquire practices and onboard successful advisors. We offer high level Financial Planning and Tax-Advantaged Investment Management. Team of 6 advisors, 105 years of combined experience. Internally managed portfolios, outside managers, mutual funds, ETF's, insurance and annuities. Fully diversified tax-free and tax-deferred asset management. Internal CPA.

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