$30MM AUM | $300,000 GDC in San Jose, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
San Jose, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
60
Avg Client Age
50
Overview

Primarily a fee based business. Looking to strategically integrate acquisition targets into existing practice.

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