$62MM AUM | $600,000 GDC in Carlsbad, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Carlsbad, CA, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
155
Avg Client Age
62
Overview

Grow the practice by either acquisition or having Advisors joining my firm. I have current experienced service staff to service clients at top level of service. State of the art office. CPA on staff. Looking for advisors to join the firm that have "Client First attitude". My marketing and client acquisition strategy has produced 25% growth per year for the past 5 years and looking to add more advisors for new clients.

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