$210MM AUM | $1.1MM GDC in La Jolla, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
La Jolla, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$210,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
400
Avg Client Age
65
Overview

We are an independent RIA that does integrated wealth management on a fee-only basis. We are looking to buy like minded smaller firms and or a merger opportunity with a like minded firm of more equal size.

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