$18MM AUM | $190,000 GDC in Redwood City, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Redwood City, CA, US
Fee 0% Commission 100%
$190,000
Gross Revenue
140
# of Accounts
45
Avg Client Age
Overview

Our firm provide some annual or hourly financial planning services for a flat rate, investment management service for a percentage of assets under management, and insurance brokerage service. Joining this website simply to gauge our firm'S valuation vs. other firms. Also to potentially acquire practices down the road. Not interested in being contacted.

Extended Profile Information

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