$360MM AUM | $450,000 GDC in Roseville, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Roseville, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$360,000,000.00
Gross Revenue
$450,000.00
# of Accounts
1,000
Avg Client Age
45
Overview

I am a financial advisor and I own a full service financial advisory firm in Roseville, CA. I work with individuals and business utilizing a needs based financial wellness program. Every prospect and eventual client goes through our step-by-step wellness process. In addition, I work with several other advisors, as a part of my firm, and have been in the business of purchasing and/or merging other financial firms for over a decade. I'm here with Succession Link to connect with other advisors that want their clients to work with an experienced team so they can be well cared for. As a whole, our goal is to help any advisor/firm that is looking to sell get the most out of the practice they've worked so hard to build.

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