$40MM AUM | $550,000 GDC in Fresno, CA
Member is Interested In:
We are an independent financial advisory firm that primarily operates on the brokerage side of things. We are rapidly growing our practice because we do not employ account minimums, and we are staff heavy to handle the increased workload of a growing office. We are looking to acquire other businesses that are brokerage based and in need of a succession plan.