PRACTICE INFORMATION

21-239 Southern CA Headers and Charts21-239 Southern CA Headers and Charts219-251-header2

This boutique RIA practice located northeast of downtown Los Angeles provides bespoke investment management, financial planning, and pension consulting to its 173 households. 2020 revenue for this practice was $803,935, 98% of which was from managing approximately $127 million in assets.

The ideal buyer would be committed to providing the practice’s clients with the same personalized family office-style service they have come to expect. This is a Sell and Stay® opportunity as the principal would like a glidepath to retirement over the next 3-5 years.

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