Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Napa, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$50,000.00
# of Accounts
20
Avg Client Age
50
Overview

I have recently started a RIA and I am interested in buying or partnering with another RIA to increase scale. I am a CFA charter holder with a GIPS track record and 19 years of financial industry experience. I have a financial backer to help acquire another firm. I would also consider joining an RIA that is looking for succession options and/or needs to strengthen its money management capabilities.

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