$13MM AUM | $100,000 GDC in Sebastopol, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Sebastopol, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
225
Avg Client Age
50
Overview

I have been helping investors make more informed investment and financial planning decisions since 1996. I am a CFP and ChFC focusing on Socially Responsible Investing and Financial Planning. I am looking to acquire another Advisory practice.

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