$100MM AUM | $550,000 GDC in Eureka, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
604 days old
General
Location
Eureka, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$550,000.00
# of Accounts
350
Avg Client Age
63
Overview

My practice has many systems in place that my staff is organized around taking care of to meet the client's expectations. Clients have regularly scheduled meetings to review and plan for future needs and goals. Our practice intergrades both face-to-face interactions as well as the use of financial technology to produce an efficient and friendly feel for our clients. Our purpose in our offer is to be easy for clients to work with while achieving satisfaction that produces a steady stream of growth. Part of my business planning is growing my organization through acquisition. We have successfully acquired other practices and intergraded those clients into our family.

I am not looking to purchase some mega practice far away from our home base of Northern California, but rather reasonable sized practices located in the western united States where we can personally serve that relationship successfully.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...