$52MM AUM | $316,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Diego, CA, US
Profile Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$52,000,000.00
Gross Revenue
$316,000.00
# of Accounts
350
Avg Client Age
60
Overview

I have been in the industry for 20 yrs. 12 years with a Captive B/D and transitioned to independent practice 8 yrs ago. I managed 120 million on 1600 accounts prior to my "downsize" to private practice in 2008. I currently have 52 million AUM with approx. 300 households. I'm about 35 percent managed accounts. I'm looking to grow my practice thru a acquisition, succession plan or possibly a merger. I'm most interested in acquiring a practice that is 15AUM up to 100 AUM. Could entertain other ideas as well.

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