Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Fresno, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$625,000.00
# of Accounts
60
Avg Client Age
60
Overview

we are an RIA firm in Fresno Ca. that has been in business since 4/15/2010 and have 35 years in the business and looking to grow. our focus is with business owners and retirement plans. we focus on "Financial life planning" while educating our clients on risk which doesn't always come from stocks or bonds. we provide "freedom to...." do what our clients want when they want to do whatever that is in life. I am interested in firms that are in the central valley to acquire to add to our growth or successor.

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