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

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Oakland, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000
# of Accounts
530
Avg Client Age
63
Overview

We are looking to acquire an advisor or two and their businesses who would fit into our service model and eventually become partners and successors. Successful candidates will be CFP certificants, have no less than ten years experience in our sector. We have an SEC RIA and are dually licensed with a broker dealer. We do not use illiquid investments, nor recommend VA products. We use mutual funds/ETFs and not individual securities in client portfolios. We provide financial planning and a high level of service to our clients. We are more than investment portfolio managers and enjoy making a difference in the lives of our clients. Business and personality compatibility are vitally important to me as we integrate new team members.

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