$23MM AUM | $185,000 GDC in Santa Rosa, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Santa Rosa, CA, US
Fee 0% Commission 100%
Gross Revenue
$185,000
# of Accounts
300
Avg Client Age
58
Overview

I own a thriving, mature financial planning and asset management firm. I am looking to continue my growth through mergers and acquisitions of other firms as planners phase out of the business.

Extended Profile Information

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