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Financial Advisor   

$248MM AUM | $2.1MM GDC in Los Angeles, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
Los Angeles, CA, US
12 Month Gross Revenue
$2,120,000
Number of Accounts
350
Avg Client Age
60

Overview

We are a growing and innovative hybrid RIA looking to merge our strengths of growth and technological integration with advisors looking for an exit strategy while leaving their clients in knowledgeable, dedicated and capable hands.

 
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