$615MM AUM | $3.5MM GDC in Wal, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Wal, CA, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
500
Avg Client Age
62
Overview

We are a five person team looking to buy a practice with someone willing to consider a wirehouse if we are the right fit. Would be willing to offer a transition out over time as well.
We do a lot of financial planning and are mainly fee based with a great service record.

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