$140MM AUM | $1.2MM GDC in Palm Desert, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Palm Desert, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000
# of Accounts
800
Avg Client Age
60
Overview

We are a well established hybrid firm, with our own RIA. 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.

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