Overview

San Diego based advisory business with a satellite office in Scottsdale. I would like to acquire a book of business in the $10,000,000 to $20,000,000 range and would have the transaction paid for within 24 months. I have made two similar acquisitions before and understand the nuances of transitioning and maintaining relationships. I would also consider becoming a succession plan for an advisor who isn't quite ready to step away from the business. I'm 43 and have been in business since 1999 and plan to work another 25 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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