$160MM AUM | $500,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
228 days old
General
Location
San Diego, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$500,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

Looking to acquire an Advisory book with between 50-75 million assets under management no more. The book should have no more than 150 clients and should be located in the south western part of the United States.

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