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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Placerville, CA, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...