$120MM AUM | $1.5MM GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
$1,500,000
Gross Revenue
600
# of Accounts
56
Avg Client Age
Overview

There are two primary advisers in our practice and we have been in this partnership since 2004, and individually in the financial services industry going back to 1987. We manage about $120M in our SEC RIA and another $50M in commission products through an unaffiliated broker/dealer. We are both in our early fifties and actively looking to expand. We have a robust support staff of 6 and currently work with advisors around the country as a third party money manager as well as manage approximately 400 households here in San Diego. We are well capitalized and are looking to expand our business through a direct acquisition or a gradual succession plan. You can find out more about our retail practice at ___ or our wholesale operations at ___

Extended Profile Information

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