PRACTICE INFORMATION

21-347 Southern California Practice Info21-347 Southern California - Asking $1,500,00019-251-header2

 

This Los Angeles-based state registered hybrid RIA offers bespoke wealth management services to its 73 client households. This practice generates $608,467 in trailing 12-month revenues from managing approximately $50 million in assets on a discretionary basis and $25 million on a non-discretionary basis. This is a great acquisition opportunity for a firm looking to expand or establish their footprint in Los Angeles. 

The ideal buyer would be a hybrid RIA with an established custodial relationship with Charles Schwab, an active management style, and is willing to retain one seasoned advisor employee post-sale.

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