$25MM AUM | $150,000 GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Los Angeles, CA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$150,000.00
# of Accounts
20
Avg Client Age
35
Overview

We are a small family office/RIA primarily managing the assets of one wealthy Southern California family. Looking to expand the RIA portion of the business through partnerships and/or acquisitions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...