$45MM AUM | $450,000 GDC in Encino, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Encino, CA, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
170
Avg Client Age
56
Overview

My partner Alan Goodstein who owns the firm is looking to buy a book of business. We are becoming our own RIA and will be fee only in two months or so. We do not sell insurance and are not annuity salesmen. I am Alan's succession plan and have learned from his experience in the business of helping people. I am also getting my CFP. We would like to grow our business by acquiring the right book of business.

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