Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
976 days old
General
Location
Santa Rosa, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
400
Avg Client Age
55
Overview

Looking to grow practice by careful business acquisition of advisors who will be retiring in next several years. Our firm of Innovative Retirement Advisors, Inc is part of a national RIA, BCJ Financial Group.

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