Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Torrance, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$2,300,000,000.00
Gross Revenue
$16,500,000.00
# of Accounts
5,000
Avg Client Age
60
Overview

Looking for strategic partners or acquisition opportunities to expand our business or become succession strategy for existing RIA business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...