Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
San Diego, CA, US
Profile Type
Seller | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$91,000,000.00
Gross Revenue
$700,000.00
# of Accounts
300
Avg Client Age
63
Partial Book Sale
Yes
Overview

Senior of two business partners seeking buyer/successor for a southern CA practice w/ ~$91m AUM generating $700k+ GDC. Successful candidate must re-locate to our hybrid RIA office and will potentially succeed the second partner's portion of the practice of ~$250m AUM. Combined practice generates ~$2m GDC. Interested parties please reply to this listing or call ___-___-____ and leave a detailed message.

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