$140MM AUM | $1.2MM Rev in
Palm Desert, CA
We are a well established hybrid firm, with our own RIA, and offices in Palm Desert and Ventura.
We are growth oriented and interested in acquisitions as well as talking with advisors that are looking to improve their situations by leveraging our staff, systems and technology for greater efficiency and profitability.
This could happen through merger, succession/continuity plan or buyout. Flexible and open to ideas.