Overview

We are an RIA out of San Diego CA with a large portion of our clients being international.

We re looking to acquire another RIA that is a good fir for us. Ideally, the main advisors would transition over with us. We have a lot of proprietary systems and processes that would be available.

We are 100% fee based.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more

Business Data

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