$75MM AUM | $850,000 Rev in
Santa Cruz, CA
We are a rapidly growing RIA in Santa Cruz looking to collaborate and expand via additional acquisitions, mergers, and/or partnerships. Having successfully completed two local acquisitions, we know and understand the nuances of various deal structures, interpersonal and cultural fits, and how to smoothly transition client relationships. We utilize a cutting-edge fully integrated technology suite that is custodian agnostic (Schwab, Fidelity, TD, Pershing). We have the ability and capacity to scale rapidly and "plug-in" additional advisors. Let's explore opportunities to improve client care/results, add value, grow, live a good life, and have some fun!