$60MM AUM in Walnut Creek, CA

Market
Advisor
Member Level
Premier
Last Activity
today
Listing Age
98 days old
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Avg Client Age
55
Overview

Babylon Wealth Management is a fee-only RIA specialized in providing Outsourced Chief Investment Officer services to both emerging and established advisory firms. We are looking for opportunities to buy or merge with small practices, under $20mm AUM, in the San Francisco Bay Area and nationwide.

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