$125MM AUM | $1.4MM GDC in Pasadena, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Pasadena, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
950
Avg Client Age
55
Overview

We're looking to grow through acquisition or tuck in opportunities with other advisors that share a similar philosophy and want to grow their businesses.

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