$30MM AUM | $400,000 GDC in Santa Barbara, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Santa Barbara, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$400,000.00
# of Accounts
180
Avg Client Age
65
Overview

Financial Planning practice utlizing a diversified approach to planning encompassing a total welth management focus. I would like to buy a practice.

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