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Financial Advisor   

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

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Last Activity
this month

Business Mix:

0% Comm
100% Fee


San Leandro, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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.

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