$400MM AUM | $2.2MM GDC in San Ramon, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Join A Practice
Location
San Ramon, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

My partnerand I are looking to add to our developed practice. Between the two of us we have nearly 40 years of experience advisers. In addition, we have built a team of associate advisers and support staff that will be able to serve our existing and new businesses. We are looking for advisers who are transitioning out or want to carve out a piece of their practice.

We are also looking to add growing advisors who want to benefit from a team structure. We can leverage off of each other's practice, improve economies of scale, and potentially provide a higher payout than your current B/D.

We look forward to hearing from you.

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