$22MM AUM | $280,000 GDC in Cupertino, CA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Cupertino, CA, US
Fee 0% Commission 100%
Gross Revenue
$280,000.00
# of Accounts
30
Avg Client Age
58
Overview

Independent advisor growing rapidly looking to buy book of business or merge/partner. Clients are mainly affluent and HNWI in the Peninsula and South Bay.

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