$95MM AUM | $575,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
$575,000
Gross Revenue
200
# of Accounts
60
Avg Client Age
Overview

We are serial acquirers . Our team brings a strong financial planning background. We would love to discuss any opportunity to acquire a business in CA. AZ. TX. areas.

Has Office Space to Share in Walnut Creek, CA

I have a great office location in Walnut Creek...close to Downtown with great parking available as well.

Contact to discuss details
 
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