$22MM AUM | $210,000 GDC in San Mateo, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Mateo, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$210,000.00
# of Accounts
100
Avg Client Age
55
Overview

My business is a mix of advisory and traditional brokerage, although individual equities are not part of what I manage. I am looking to see if this site can help me uncover opportunities to grow my practice through acquisition of an existing practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...