$995MM AUM | $5MM GDC in Santa Barbara, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
$5,000,000
Gross Revenue
900
# of Accounts
62
Avg Client Age
Overview

Potentially interested in adding advisors or practices to our firm that fit our very distinct core values. We are deeply committed to aligning ourselves with or clients and avoiding conflicts of interest wherever possible. We believe in service and problem-solving first and business/making money as secondary (though both are important for sustainability).

Extended Profile Information

Loading...