$150MM AUM | $791,000 GDC in Torrance, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Torrance, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$791,000.00
# of Accounts
1,100
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.

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