$3.7B AUM | $25MM GDC in Rocklin, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Rocklin, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$3,700,000,000.00
Gross Revenue
$25,000,000.00
# of Accounts
27,000
Avg Client Age
60
Overview

I am a Sales Manager for a firm that is looking into book acquisition. Our branch has over $3 Billion in assets and is looking for advisors looking to partner and sunset their practice. We have high quality advisors willing to partner with retiring advisors, and an in-place succession strategy for retiring FAs. We have offices in multiple locations across the US--CA, OR, WA, CO, GA, ID, and MA

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