$80MM AUM | $400,000 GDC in Del Mar, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Del Mar, CA, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
50
Overview

We currently have 100 financial planning clients and 22 business for full employee benefits. I would consider accumulating additional accounts and eventually prepare the practice to be sold in 9 years. I would like my information held confidential and not contacting my office directly. I have been in business for 24 years.

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