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

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$150,000
# 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.

Extended Profile Information

Loading...