Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
732 days old
General
Location
Novato, CA, US
Profile Type
Find Successor
Fee 0% Commission 100%
AUM
$57,000,000.00
Gross Revenue
$466,000.00
# of Accounts
273
Avg Client Age
60
Overview

I am looking to find a compatible individual or firm willing to buy my practice at death , disability, or retirement. I want to provide continuity for clients , many of which go back 20-30 years , many of whom I consider as friends. I am healthy, in my 60’s and intend to continue my practice long term , until the point that I can’t for one reason or another. Please contact me if you are serious in talking about this option. Thank you !

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