Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,250,000.00
# of Accounts
700
Avg Client Age
50
Overview

Wealth management company seeking to buy/merge with similar firm to scale our business.

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