$50MM AUM | $420,000 GDC in Granite Bay, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
467 days old
General
Location
Granite Bay, CA, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$420,000.00
# of Accounts
160
Avg Client Age
55
Overview

I'm a hybrid adviser and CFP(r) focusing on fee based business and looking to acquire books of business focused on fee based or wrap accounts with an emphasis on Financial Planning.

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