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

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Los Angeles, CA, US
Fee 0% Commission 100%
$2,120,000
Gross Revenue
350
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

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