$1,600MM AUM | $14MM GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Mateo, CA, US
Fee 0% Commission 100%
$14,000,000
Gross Revenue
2,500
# of Accounts
65
Avg Client Age
Overview

We are a 32 employee RIA that is interested in purchasing or partnering with Bay Area RIA practices. Our offer consists of proprietary portfolio management and financial planning. We have a deep bench of CFAs and CFPs on staff, as well as a full operations team. We're looking to partner with similarly structured, likeminded RIA owners.

Has Office Space to Share in San Mateo, CA

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Contact to discuss details
 
Extended Profile Information

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