$50MM AUM | $300,000 GDC in Los Gatos, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Los Gatos, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
225
Avg Client Age
55
Overview

Looking to acquire a limited number of assets; strictly local. If there is a good personality fit with the transitioning advisor and the necessary overlap in skills and practice management, then I'd like to have a conversation as to his/her transition plans.

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