$250,000 AUM | $250 GDC in Napa, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Napa, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$250.00
# of Accounts
10
Avg Client Age
40
Overview

A new advisor interested in growing practice through acquisition or merger. Would be open to work at another firm as well.

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