Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Los Angeles, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$12,500,000,000.00
Gross Revenue
$60,000,000.00
# of Accounts
9,000
Avg Client Age
59
Overview

We at Aspiriant are transforming the client experience by aggregating assets and talent on behalf of our clients. In order to continue to do this, we are always interested in conversations with other firms potentially interested in the same ___ coming together to do so. We also seek to solve many other issues along the way such as succession and scale.

It all starts with a preliminary call or a coffee to see if we might be aligned.

Let us know if you are interested!

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