$53MM AUM | $425,000 GDC in Roseville, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
458 days old
General
Compatibility
Location
Roseville, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$53,000,000.00
Gross Revenue
$425,000.00
# of Accounts
230
Avg Client Age
55
Overview

Business is comprised of providing comprehensive wealth management through managing, protecting, and wealth transfer strategies for a select group of clients. I am looking for opportunities to acquire similar structured business practices with emphasis on managed money.

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