$150MM AUM | $1.5MM GDC in Roseville, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Roseville, CA, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
400
Avg Client Age
60
Overview

Successful financial planning firm in Placer County seeking to acquire like minded firm for growth and continuity planning. We are an independent firm focusing on comprehensive planning for our clients who are mostly in or near retirement.

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