$170MM AUM | $1.3MM GDC in Novato, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Novato, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,275,000.00
# of Accounts
1,000
Avg Client Age
59
Overview

We are a fast growing firm located in Novato. We specialize in Retirement Planning and income distribution. We are a very client centered organization. Always available to help and council. Always have an in house enrolled agent to prepare tax returns.

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