$100MM AUM | $1MM GDC in Roseville, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Roseville , CA, US
Fee 0% Commission 100%
$1,005,000
Gross Revenue
4,400
# of Accounts
65
Avg Client Age
Overview

Fee based Financial Planning Firm. We are always looking for new opportunities to increase efficiency and lower costs to clients, ultimately increasing our clients return on their investments.

Looking for Office Space in Roseville , CA

Open for discussion, Multiple office locations

Contact to discuss details
 
Extended Profile Information

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