$15MM AUM | $100,000 GDC in Healdsburg, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
314 days old
General
Location
Healdsburg, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
120
Avg Client Age
65
Overview

Looking for small local business to acquire with emphasis on fee based Managed Portfolio, Annuity and Life insurance or Mentor with split fees and commissions. Over 35 years in the business with an emphasis on Business Succession with family owned companies. LPL is Broker/Dealer and this will be a plus if already on board.

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