$27MM AUM | $240,000 GDC in Encino, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Encino, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$240,000.00
# of Accounts
138
Avg Client Age
54
Overview

My business is a client centered fee based investment and financial planning practice. I would like to buy an Ria and merge my current business into it. Becoming a fee only entity.

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