$60MM AUM | $300,000 GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Los Angeles, CA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
65
Overview

I have a 16 member osj which I would like to grow in a healthy fashion. I have no problem with NJ/NY/Philly offices as places to add. I would like to find someone look to continue in the business for an agreed upon time to make the move smooth, and additionally, to add a younger rep looking to takeover my business 8-10 years down the road.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...