$250MM AUM | $1.2MM GDC in Los Angeles, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
75
Avg Client Age
47
Overview

We are an SEC-Registered Investment Advisory firm in Los Angeles that oversees over $250MM primarily for tech and business entrepreneurs. We use a well-defined consultative process with a focus on advanced planning and wealth preservation. Founder is a former Big 4 accountant and published author.

We are actively pursing an acquisition or to be part of a succession plan for an RIA located in Los Angeles, Bay Area, or New York. Ideally that RIA would share a similar philosophy that we have with working with clients.

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