$90MM AUM | $600,000 GDC in Carlsbad, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Carlsbad, CA, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
225
Avg Client Age
50
Overview

Our business is a conservative business model. We are really holistic financial planners and have our own RIA since 2001. We have been in the business since 1989. We are looking to purchase a book of business that fits well with our practice and that we can really help the acquired clients with their situations. Ideally we would grow our business to about $250M AUM in the next 2-4 years.

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