$50MM AUM | $300,000 GDC in East Bay, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
East Bay, CA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
55
Overview

Looking to acquire or succeed businesses in the greater bay area. Our focus is on managed money & financial planning. We also offer insurance.

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