$10MM AUM | $70,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity | Join A Practice
Location
San Mateo, CA, US
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
49
Avg Client Age
60
Overview

I am CFP building my business in the San Francisco Bay Area. I hope to merge with another fee based, financial planning based firm in the area, preferably along the Peninsula.

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