Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Diego, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
800
Avg Client Age
53
Overview

Fee-only RIA firm. We currently manage 200M. We are looking to grow by either buying, merging or being a successor in a succession plan. I am 40 years old and plan to work another 20 years. I have a season staff including an in house analyst. We do not do any Broker-Dealer business and have no goal to make any changes. We do asset management, tax planning, and financial planning with our clients.

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