$100MM AUM | $1.1MM GDC in Granite Bay, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Granite Bay, CA, US
Fee 0% Commission 100%
$1,050,000
Gross Revenue
400
# of Accounts
55
Avg Client Age
Overview

- CFP with planning focus
- Experienced buyer.
- Open to consider many succession formats.

Looking for Office Space in Granite Bay, CA

Be open to moving to larger location for right opportunity.

Contact to discuss details
 
Extended Profile Information

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