Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Modesto, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$185,000,000.00
Gross Revenue
$900,000.00
# of Accounts
350
Avg Client Age
55
Overview

Our practice centers around long-term financial planning. Primarily work with individuals and business owners who's goals are to retire or create a legacy. Three advisors in the office and are open to purchasing practice of a retiring FA. We are also interested in adding advisors in our office who want to work with an Independent B/D but not be alone. We have experienced staff and office space available.

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