$250MM AUM in San Mateo, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
743 days old
General
Compatibility
Location
San Mateo, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Overview

Looking to buy 401(k) Plans or books of employer sponsored retirement plans from advisors seeking to retire or exit the qualified plan space.

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