$70MM AUM | $875,000 GDC in Woodland Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Woodland Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$875,000
# of Accounts
120
Avg Client Age
55
Overview

We are a fee based RIA. We manage the majority of the assets in house using a value contrarian model. Our main office is in Woodland Hills, CA, we also have a satellite office in Ft. Lauderdale, FL. We have an in house, attorney, CPA, real estate agent, insurance professional, and sports agent. We are a full service financial planning and boutique investment advisory firm. We hope to partner with other professionals and leverage our capabilities in order to better serve clients needs.

Extended Profile Information

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