$525MM AUM | $3.2MM GDC in Rancho Santa Fe, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Rancho Santa Fe, CA, US
Fee 0% Commission 100%
$3,200,000
Gross Revenue
860
# of Accounts
68
Avg Client Age
Overview

We are looking to buy a book from a retiring FA. We can offer 2-3X trailing 12 for a qualified Advisor looking to sell. We have over 50 years combined experience as well as 3 support staff. We take great care of our clients and would like to do the same for yours!

Extended Profile Information

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