$17MM AUM | $150,000 GDC in Vallejo, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Vallejo, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$150,000.00
# of Accounts
75
Avg Client Age
50
Overview

The owner is a registered investment advisor, Certified Financial Planner, Chartered Financial Analyst, CPA, and Estate Planning Attorney. I would like to expand fee based assets under management in Napa and Solano County.

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