$50MM AUM | $600,000 GDC in Grass Valley, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
580 days old
General
Location
Grass Valley, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
60
Overview

I am a young advisor looking for a way to substantially grow my practice. I have been working under a financial planner for the last year and have decided to branch out and grow my own book of business. I currently work in an office in Grass Valley, CA with my father who is a CFP and has a healthy book of business. We are hoping to take over an existing book from a tenured individual that will be able to make a smooth transition of their client base to our practice.

Our practice focuses mostly on money management and retirement planning. We offer insurance when we see that there is an obvious need for the client to have it.

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