Overview

I am a small independent fee based RIA mostly marketing to women. It has been successful for the past 6 yrs but I am looking to expand and grow with the right partner. I am just about to launch a new office and marketing effort in the Redlands, Loma Linda & Palm Springs and either looking to merge with or buy a similar practice. I specialize in dinner events and have the perfect system in place to help grow organically. I am looking to expand my AUM part (Assetmark platform) vs my current book which is mostly insurance products.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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Insurance Business

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