Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
San Dimas, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$350,000.00
# of Accounts
240
Avg Client Age
58
Overview

Looking to acquire small sole owner practices from an independent advisor with a small to average book and looking to retire while transiting practice to a highly organized advisor.

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