$550MM AUM | $5MM GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
577 days old
General
Location
San Francisco, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$550,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
660
Avg Client Age
65
Overview

We hope to find other RIA's looking to consolidate or sell their businesses.

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