Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Mateo, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$400,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

I am looking to acquire insurance practice firm with additional service of annuities, mutual fund, ETF, Stocks and others. Professional who are preparing to retire and would like to hace smooth exit and have their clients well taken care are welcome to contact me. I can cover up to 300 miles radius from my office.

Thank you.

Jack Wan

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