$110MM AUM | $610,000 GDC in Torrance, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Torrance, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$610,000.00
# of Accounts
350
Avg Client Age
50
Overview

Our firm consists of 2 CFP senior partners and 1 other wealth advisor. We also have another advisor in northern CA who is retiring at the end of the year and a fantastic assistant. We are looking for acquisition opportunities as we have another advisor looking to join us, via a book of business purchase. We are a comprehensive advisory firm, and look at all areas of our clients' financial lives.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...