$170MM AUM | $1.7MM GDC in Fresno, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Fresno, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
800
Avg Client Age
60
Overview

Hybrid-RIA looking to add additional advisors to the fold through merger, assistance with succession planning, or acquisition of existing practice.

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