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Financial Advisor   

$70MM AUM | $700,000 GDC in Placerville, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Placerville, CA, US
12 Month Gross Revenue
$700,000
Number of Accounts
450
Avg Client Age
60

Overview

I have a primarily fee based asset management business. Most of my clients are in custom managed portfolios of stocks and bonds. I feel that we do an exceptional job in the fixed income area and have a well trained staff. I would be interested merging with or taking over an established RIA.

 
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