$130MM AUM | $1.1MM GDC in Redwood City, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
229 days old
General
Listing Type
Buyer
Location
Redwood City, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
200
Avg Client Age
59
Overview

We have a financial planning-based Advisory practice with a strong community reputation on the Peninsula. I live in San Francisco and would like to acquire or possibly merge to increase our existing presence there and establish offices there.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...