$35MM AUM | $250,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
$250,000
Gross Revenue
120
# of Accounts
55
Avg Client Age
Overview

I am part of a hybrid RIA with LPL as our broker dealer. We have locations in San Diego, Las Vegas, Scottsdale, Albuquerque, Palm Springs and Walnut Creek. I am personally looking to grow my practice through the acquisition of a practice (or practices,) but I am also have growth/recruiting responsibilities as an owner of the firm and we are interested in buying practices or merging practices into our RIA in all of the areas listed plus others in the US. We are a $1.75 billion dollar firm in growth mode.

Extended Profile Information

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