$180MM AUM | $2.4MM GDC in Scotts Valley, CA

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Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
493 days old
General
Location
Scotts Valley, CA, US
Profile Type
Seller
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$2,400,000.00
# of Accounts
300
Avg Client Age
65
Overview

RIA manages $50,000,000 and Insurance entity manages $130,000,000 in FIXED annuities. Entire practice is for sale. I would like a to be acquired by a like-minded firm; similar in culture and investment philosophy. We believe in asset class investing and a comprehensive advanced planning approach (estate, tax, insurance, charitable giving) towards successful financial and lifestyle goals.

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