Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
70 days old
General
Location
Dana Point, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
15
Avg Client Age
50
Overview

I am interested in acquiring or partnering with an RIA/advisory business located somewhere between Newport Beach/Irvine down to LaJolla. I have spent most of my career in the institutional side of the business working with some of the largest pensions and endowments in the US and have strong expertise in asset allocation and alternatives.
I am flexible on timing and structure and prefer to focus on fee-based client bases who are open to considering alternatives.

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