$240MM AUM | $850,000 GDC in Lafayette, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Lafayette, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$850,000.00
# of Accounts
300
Avg Client Age
60
Overview

Part of larger firm; looking to grow my personal practice. Join us, and join with me in your growth and succession plan.

$200+MM practice; includes planning, tax and investment. SF & East Bay base.

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