Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Westlake Village, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$218,200,000.00
Gross Revenue
$2,169,978.00
# of Accounts
1,000
Avg Client Age
63
Overview

As part of my overall business plan, I would like to continue to grow through adding advisors as well as the purchase of practices. I've bought five (5) practices so far, and am reaching out to different services/websites etc. to broaden my marketing and increase my exposure to advisors looking to sell and/or put a succession plan in place.

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