$16MM AUM | $120,000 GDC in Los Angeles, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
18
Avg Client Age
47
Overview

After 15 years experience in trading, brokerage, and portfolio management my growth strategy is to acquire fee-based practices that follow a value style of investing. Alternatively, I'm interested to purchase or merge with a practice looking to add informed asset management services to their menu of client services.

For acquisitions I'm flexible as to continued employment by seller beyond a traditional buyout period.

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