$60MM AUM | $750,000 GDC in Oakdale, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
General
Compatibility
Location
Oakdale, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
210
Avg Client Age
63
Overview

"We are a wealth planning firm helping our clients clearly define a vision for their financial future and then working with them to structure a plan that will get them there. Our goal is to acquire another firm where we can use our philosophy of wealth planning to bring added value to their clients. In the next five years we plan to develop a firm that can bring together on-site CPA and Attorney expertise to help nurture and implement our clients’ wealth planning values. Finally, we seek to expand into other states for future growth so that we can help more clients achieve the vision of their financial future."

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