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Financial Advisor

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

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
San Francisco, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
20
Avg Client Age
40

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.

 
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