$78MM AUM | $460,000 GDC in Paso Robles, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Paso Robles, CA, US
Fee 0% Commission 100%
$460,000
Gross Revenue
223
# of Accounts
56
Avg Client Age
Overview

BUSINESS: Full comprehensive financial planning firm of husband/wife owners and four total advisors in office. Combined total experience over 80 years. With focus on 15 years pre & post retirees thru the accumulation and distribution phases. Emphasis on diversification using neutral correlated assets by utilizing a combination of traded, non-traded and insurance products. We are prepared for DOL and looking forward to the opportunities.

GOAL: To grow the business total AUM to $80MM through the combination of acquiring existing businesses from advisors wishing to retire due to age or unwilling to comply to new DOL rules.

Extended Profile Information

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