$360MM AUM | $1.8MM GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
San Francisco, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$360,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

We are a holistic and comprehensive financial planning practice in downtown San Francisco. We love making a difference in our client's lives and want to help more! We are interested in purchasing or merging with local practices where there is a good fit.

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