$220MM AUM | $1.6MM GDC in Berkeley, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Berkeley, CA, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,650,000.00
# of Accounts
450
Avg Client Age
54
Overview

Financial planning focused RIA. We do planning, investment management, and investor/client education. Looking to acquire practices from advisors looking to exit the business in 3-5 years time AND to tuck in 1-2 advisors to help them jump-start growth and build our team.

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