$2.2B AUM | $7MM GDC in Menlo Park, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Menlo Park, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,200,000,000.00
Gross Revenue
$7,000,000.00
# of Accounts
95
Avg Client Age
65
Overview

Comprehensive wealth advisory firm looking to merge or acquire the practices of like-minded practitioners who are looking for a high-quality succession partner that will provide a great home for their clients and employees.

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