$951MM AUM | $9MM GDC in Granite Bay, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Granite Bay, CA, US
Fee 0% Commission 100%
Gross Revenue
$9,000,000
# of Accounts
6,500
Avg Client Age
56
Overview

We are one of the largest Ameriprise firms in the nation. We focus on Financial Planning, Investment Management and personal Risk Management. We are a team-based practice with 7 CFP practitioners, 3 concierge level Advisors and 2 subject matter specialists (Investment Management and Insurance). We have a total staff of 30 and enjoy one another socially as well.

It is our goal to continue double digit annual growth both organically by attracting more and more up-market clientele and through selective acquisitions/mergers. We are based in the Sacramento, CA area and are considering opportunities in Northern CA and OR.

Extended Profile Information

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