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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Walnut Creek, CA, US
12 Month Gross Revenue
$575,000
Number of Accounts
200
Avg Client Age
60

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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