$160MM AUM | $1.3MM GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Francisco, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
575
Avg Client Age
58
Overview

Our team is looking to help other advisors in our network retire, set up a succession plan, and create exit strategy through acquisition. We care a great deal about our clients and have spent a lot of time on our client service model to ensure every clients engagement with us is meaningful. We also concentrate on educating advisors about their options in succession planning in an continuously evolving regulatory environment for firms.

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