$5MM AUM | $100,000 GDC in Pleasanton, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
655 days old
General
Location
Pleasanton, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
125
Avg Client Age
50
Overview

Our practice started as a tax preparation and advisory practice and has expanded into financial planning and investment management (RIA). We are looking for a small to medium sized financial planning and investment management practice to acquire or merge into our practice. We would Ben interested in a transition period for a practitioner looking to retire.

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