$53MM AUM | $390,000 GDC in San Ramon, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
391 days old
General
Compatibility
Location
San Ramon, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$390,000.00
# of Accounts
200
Avg Client Age
45
Overview

Looking for smaller practices to acquire/merge with. Fee-only RIA

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