Overview

We are a fast growing RIA Hybrid firm in San Ramon, CA looking to expand throughout the West Coast, including opening offices and branches. Our goal is to find sellers who wish to either join our practice or merge their firms/practices into hours and develop an above-average payout. Like others, we have financing to purchase practices. However, our most successful events and payouts to sellers is a merge of clients and cultures. We have been in business for more than 20 years and will be here for another 20 or so. We are a perfect fit for those sellers who wish to sunset their lifetime of effort and receive an above-average payout. Feel free to call Elliot Kallen, Principal, at his office ___-___-____ or cell ___-___-____ or ___ . All conversations are strictly confidential. We employ on a fee basis Mutual Funds and ETFs and have $100 mm in Retirement Plans. Use MoneyGuidePro for Financial Planning, Orion for billing and Redtail for CRM. Fully staffed office team of many years.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
1,174 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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