$20MM AUM | $200,000 GDC in San Leandro, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
San Leandro, CA, US
Profile Type
Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
78
Avg Client Age
50
Overview

We have selected a firm to purchase our book of business. Only back-up inquiries are being taken at this time with no replies. If you are still interested, please send an email with your contact info. and it will be saved in case the current transaction does not close. Thank you for reaching out.
------------------------------------------------------------------------------------------------------------------------

An exciting opportunity that has been offered to me necessitates the sale of this practice.

It is an excellent book of business for an existing advisor to purchase and merge with their own practice. No Variable or commission products.

I am interested in doing a quick sale so I can move on with the new position.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...