$80MM AUM | $500,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
313 days old
General
Location
San Mateo, CA, US
Listing Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
100
Avg Client Age
60
Overview

want to merge or sell to an individual or a Firm. Want to retire in the next 2 to 5 years. Ideal would be to sell or merge and stay for 3 years for a smooth transition.
Candidate must have series 7, 63,65 and have at least 5 years of experience in money management. Office must be located in Bay area preferably in South bay or Peninsula.
CFP designation is not must but is a Plus.

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