$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
# 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.

Extended Profile Information

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