$105MM AUM | $1MM GDC in Larkspur, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
403 days old
General
Compatibility
Location
Larkspur, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
60
Overview

Looking to grow our client base by adding a smaller firm. We also own our own broker/dealer and have outside offices which utilize our broker/dealer.

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