$135MM AUM | $1MM GDC in Calabasas, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Calabasas, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
600
Avg Client Age
70
Overview

hoping to merge or acquire a like minded business fairly local to me that would allow us to broaden our client base.

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