$60MM AUM | $400,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
San Mateo, CA, US
Fee 0% Commission 100%
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.

Interest parties are welcome to enail me at "___"

Thank you.

Jack Wan

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