$6MM AUM | $60,000 GDC in Mill Valley, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Mill Valley, CA, US
Fee 0% Commission 100%
$60,000
Gross Revenue
35
# of Accounts
50
Avg Client Age
Overview

100% fee based business located in Marin County. Launched in 2017 and growing on the TD Ameritrade platform. Equities, ETF's, Bonds and Funds. No annuities.

Looking to buy/merge-in smaller (sub $30MM) books of business at this time. Willing to pay for a bay area book of business over time if seller can be reasonable. If you think your business is worth 7x revenues we are probably not a great fit. However, if you want to retire and know that your clients are being well taken care of then we should talk.

I am a CFA, fiduciary and take pride in protecting and growing my clients wealth.

Extended Profile Information

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