$140MM AUM | $900,000 GDC in Palo Alto, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Palo Alto, CA, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
100
Avg Client Age
55
Overview

I provide comprehensive and integrated wealth management and investment advisory services to a select group of individuals and their families. As I currently serve a focused group of professionals, I am looking for other like minded advisers who may be interested in greater depth and breadth of services and capabilities to increase the revenue opportunity across their existing business and provide for succession planning and better business continuity.

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