$600MM AUM | $4.5MM GDC in Oakland, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Oakland, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
2,000
Avg Client Age
65
Overview

We are a diverse financial planning team that runs a largely fee-based practice that is looking to expand. Interested in merging with junior advisers who want to join a seasoned practice as potential successors, or a senior adviser (or group of advisers) looking for greater efficiency and operational support with an eye towards retirement and a buy-out/succession plan. All of our principals are Certified Financial PlannersTM. We are looking to partner with like-minded professionals who are enthusiastic about embracing the future evolution our industry and enhancing the services and support to clients.

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