$11MM AUM | $120,000 GDC in San Anselmo, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
30 days old
General
Listing Type
Buyer | Merge
Location
San Anselmo, CA, US
Fee 0% Commission 100%
$120,000
Gross Revenue
54
# of Accounts
60
Avg Client Age
Overview

Advisor Listing - $11MM AUM Opportunity in San Anselmo, CA I have a prominent Sustainable, ESG Investing Brand in Marin County and my fee-based, managed money practice is growing quickly. I would like to acquire additional books of business, preferably those with clients who are interested in Low-Carbon, High Performance investing strategies.

Extended Profile Information

Loading...