$130MM AUM | $720,000 GDC in West Linn & Campbell, Ca, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
466 days old
General
Location
West Linn & Campbell, Ca, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$720,000.00
# of Accounts
400
Avg Client Age
70
Overview

I am a CFP that values client relationships and am looking to acquire a like minded practice. I have two unlicensed assistants, and Three office locations: West Linn, OR, Campbell, CA, and San Ramon, CA.
Most importantly, I've been through three successful successions since 2008 and would be happy to share the details of those transitions if you are interested. I hope to have the chance to speak or meet with you as our office has the infrastructure to meet your client's needs.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...