$10MM AUM | $100,000 GDC in San Francisco, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
San Francisco, CA, US
Fee 0% Commission 100%
$100,000
Gross Revenue
20
# of Accounts
40
Avg Client Age
Overview

We just started our RIA 8 months ago, and are hoping to find a potential partner or buy a RIA business (from an experienced Advisor). We can provide sub-advisory, investment management services to manage client assets, and we can merge our client relationships into larger, combined firm.

Extended Profile Information

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