Overview

I am a RIA here in Orange County looking to acquire other local RIAs. I have managed over $1 billion twice in my career, 1st at a large family office, learning portfolio and wealth management at the highest levels and most recently as founder of another RIA, which I recently sold. Now, I am looking for local RIAs to purchase and work closely with to help take care of clients, and possibly provide new and enhanced opportunities for growth. I have done 7 RIA acquisitions in my career, which was helpful as I grew my last RIA to nearly $1 billion in assets.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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