$18MM AUM | $600,000 GDC in San Rafael, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Succession | Continuity
Location
San Rafael, CA, US
Fee 0% Commission 100%
Gross Revenue
$600,000
# of Accounts
160
Avg Client Age
50
Overview

Our 21 year firm uses a holistic approach to financial management. In addition to providing proven strategies, including LEAP, we also help our clients build a healthy relationship with money. We have assets under management, assets under advice, life and disability insurance. We use socially responsible investments, alternative investments and social good impact investments. Our goal in using the site is to find another fee based firm to acquire, to merge with and to create a succession plan.

Extended Profile Information

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