$40MM AUM | $300,000 GDC in San Ramon, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Ramon, CA, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$300,000.00
# of Accounts
300
Avg Client Age
55
Overview

I run a financial planning practice concentrated in the small business owner and mass affluent to high net worth markets. I am part of an Independent Broker Dealer and strategically teamed up with 2 other advisors. This is my 13th year in business though I am relatively young so I am interested in pursuing acquisition and merge opportunities. Please let me know if you would be interested in an introduction, thank you.

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