$200MM AUM | $1.6MM GDC in Oakland, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Oakland, CA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
530
Avg Client Age
63
Overview

$200MM AUM / $1.5MM Gross Revenue / My business is very much focused on financial planning. I primarily invest my clients capital into Mutual Funds. I also utilize a small portion of ETFs and much smaller portion of Long Term Care and Life Insurance. I manage approximately 155 households and 98% of my revenue generated is fee based.

I plan to retire within the next 2-3 years. However, I do prefer to stay on board for approximately 6-12 months in order to service the accounts during the transition.

Ideal candidates would be a firm focused individual teared toward financial planning and established as well as maintaining long standing relationships, located with 25 miles of my current location.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...