$820MM AUM | $4.6MM GDC in El Dorado Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
El Dorado Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$4,640,000
# of Accounts
1,300
Avg Client Age
64
Overview

I have successfully acquired or merged three previous practices. We are a client-centric culture and view quality and reliability as the keys to our client deliverable. We strive for low turnover and high referrals. Our team approach to a braod client service offering has created long-term client relationships and stable, recurring revenues.

Extended Profile Information

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