PRACTICE INFORMATION

22-368 Headers and Charts22-368 Headers and Charts2

This IAR located in Central California provides investment management services to 121 client households mostly concentrated in the central valley. The seller has a more active investment style which is balanced against each client’s risk tolerance. This practice generated $517,170 in gross revenue in 2021 from managing roughly $45 million in assets. 

An ideal acquisition partner for this practice would be an RIA or hybrid RIA that is interested in expanding its presence in California. The seller is looking for a short glide path to retirement and has a key employee currently serving in an administrative capacity that shows a lot of potential and is looking for meaningful employment post-transition. 

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