Overview

We are a hybrid RIA based in California. We have approximately 20 affiliated financial advisors. Our firm partners with successful advisors who want to own their owe practice and have the support of a larger institution. We are interested in buying practices and potentially selling practices.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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