$45MM AUM | $375,000 GDC in Westlake Village, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Seller | Merge | Succession | Continuity
Location
Westlake Village, CA, US
Fee 0% Commission 100%
Gross Revenue
$375,000
# of Accounts
135
Avg Client Age
60
Overview

We have two RIAs and wish to continue expanding via a merger and/or joint arrangement. Custodians for both RIAs are Schwab, TD & Scottrade. We have an interest in discussing our long term growth objectives with other RIA firms only, not independents or BDs.

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