Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Los Angeles, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$60,000,000.00
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.

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