$375MM AUM | $2.8MM GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,800,000.00
# of Accounts
200
Avg Client Age
60
Overview

I'd like to either buy a practice or join an existing practice for a founder advisor looking for a succession plan in San Diego, CA. I have my CFA and CFP and have been in the investment management industry as a practitioner for over 16 years.

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