Overview

As one of LA’s leading wealth management firms, we are looking to leverage our resources to help smaller RIAs and breakaway brokers achieve their goals. For some that might involve growing their business, while for others that might mean succession planning.

Our platform offers in-depth financial planning capabilities, alternative investment expertise, a scalable investment approach and turnkey back office support.

We are looking to expand our footprint throughout Southern California and would welcome the opportunity to have a conversation.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

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