$37MM AUM | $340,000 GDC in San Mateo, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Mateo, CA, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$340,000.00
# of Accounts
120
Avg Client Age
70
Overview

Stand alone RIA looking for a junior associate to merge with and mentor with the idea of succession 5 to 8 years from now.

The ideal merger candidate should have at least 5 years of experience and they would need at least a Series 66.

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