Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
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.

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