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

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Monterey, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
550
Avg Client Age
66
Overview

Looking to buy or be the succession plan for other advisory businesses. My partner and I have 40 years experience in the industry yet we are in our early/mid 40s. We are growing through referrals and acquisitions. We have experience in integrating other practices with ours with a very high retention rate. We look forward talking with you.

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