We are a Hybrid RIA, with securities licenses held through LPL and clearing through LPL and Schwab. Our financial planning and investment management firm has completed 4 separate merger transactions over the years, including everything from an outright sale, to a partial book purchase, to being selected to co-manage assets for another firm. We are three advisors, 12 staff members, including mulitple CFP licensees. We currently manage nearly $600 million in assets, almost exclusively fee based, and will produce nearly $4.0 million in revenue for 2017. Personally, I hold the CFP designation, as well as an MBA and JD degrees; we are considered technical specialists in our Southern California Marketplace, and consequently the vast majority of our clients come from professional and client referrals. We would welcome a discussion with you to see if there is a good fit between our two organizations.