$300MM AUM | $2MM GDC in Roseville, CA

Market
Advisor
Member Level
Premier
Last Activity
today
Listing Age
213 days old
General
Listing Type
Buyer
Location
Roseville, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
500
Avg Client Age
65
Overview

We run an advice-based practice. We have three advisors and two staff that work with the goal of taking care of our clients needs. We continually focus on our business processes to make sure we are giving our clients the experience they deserve and to "wow" them. Over the last five years, our team has also helped three advisors transition into retirement. We've had great success in servicing and building good relationships with the clients of these advisors who have retired.

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