$22MM AUM | $50,000 GDC in San Francisco, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
San Francisco, CA, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
30
Avg Client Age
52
Overview

We're a three man wealth management firm. We are currently growing at a healthy clip organically and we'd like to complement this growth with a strategic acquisition of a regional RIA or B/D firm. An acquisition is desired but not needed. The two main advisors have over 30 years of combined financial services exp. and are both under 40 years old. Our investment manager has his CFA and the advisor focusing on business dev. and financial planning has his CFP.

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