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Financial Advisor   

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

Member Level
Premier
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Westlake Village, CA, US
12 Month Gross Revenue
$375,000
Number 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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