Market
RIA
Member Level
Premier
Last Activity
this week
Profile Age
204 days old
General
Location
San Diego, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,000,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
270
Avg Client Age
62
Overview

We are a 38 year old RIA providing wealth management and investment management services. We are well established, and looking to grow through mergers and acquisitions. We recently merged into a growing practice and are now part of a five office firm with coast to coast representation.

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