$85MM AUM | $510,000 GDC in Tustin, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Tustin, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$510,000.00
# of Accounts
350
Avg Client Age
60
Overview

I would like to buy a practice which has $10 million to $50 million in assets. I would also be interested in merging my practice with that of a retiring advisor.

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