$150MM AUM | $1.5MM GDC in San Jose, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Jose, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
700
Avg Client Age
45
Overview

Certified Financial Planner in the San Francisco Bay Area. Working mostly with dentists and physicians who own their practice. Looking to buy a brokerage or advisory book ideally in this same demographic/market.

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