$110MM AUM | $500,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Mateo, CA, US
Fee 0% Commission 100%
$500,000
Gross Revenue
750
# of Accounts
60
Avg Client Age
Overview

Looking to acquire or merge an advisor with our team of Senior Advisor (35 years of experience) + IAR with 5 years experience

Has Office Space to Share in San Mateo, CA

Office space

Contact to discuss details
 
Extended Profile Information

Loading...