$355MM AUM | $1.3MM GDC in Walnut Creek, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Walnut Creek, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$355,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
700
Avg Client Age
60
Overview

I am a 34yr old CFP, CPA, CLU and I have just completed the acquisition of a $250Mil A-Share Book. I have a team of 4 in additional to me including MBA's, CIMA's, CLTC's etc. I am looking to grow via acquisition and am interested in local practices but I am not interested in moving platforms at this time.

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