$80MM AUM | $800,000 GDC in Los Gatos, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Los Gatos, CA, US
Fee 0% Commission 100%
$800,000
Gross Revenue
250
# of Accounts
50
Avg Client Age
Overview

We want to buy or merge with practices. 80 million, planning and asset management. We are a high touch service minded group. We have a planner, portfolio manager, and business development manager on our team. Hence, we can service our clients with great attention, and we have deep relationships. We are growing substantially.

Extended Profile Information

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