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Financial Advisor   

$88MM AUM | $950,000 GDC in Granite Bay, CA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
Granite Bay, CA, US
12 Month Gross Revenue
$950,000
Number of Accounts
400
Avg Client Age
55

Overview

- CFP with planning focus
- Experienced buyer.
- Open to consider many succession formats.
- Currently manage $88 million.

 

Looking for Office Space in Granite Bay, CA

Be open to moving to larger location for right opportunity.

Contact to discuss details
 
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