$4MM AUM | $40,000 GDC in Glendale, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Glendale, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
30
Avg Client Age
45
Overview

I am in the process of building an Advisory fee based practice. We start all of our client relationships with financial planning and then implement through our strategic allocation portfolios. I have been in the business now going on 10 years and have been in an independent capacity for 2 years. I am looking to find other advisors who are looking for a succession partner and I am also interested in potential mergers or small practices for sale.

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