Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
673 days old
General
Location
Atascadero, CA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$35,400,222.00
Gross Revenue
$225,630.00
# of Accounts
513
Avg Client Age
52
Overview

I have a growing Wealth Management business that is Financial planning and Business planning oriented. I hope to continue to grow and develop the business, taking in a partner or team to ultimately leave the business in their good hands. Looking for that team and growth.

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