$160MM AUM | $850,000 GDC in Cardiff, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession | Successor
Location
Cardiff, CA, US
Fee 0% Commission 100%
Gross Revenue
$850,000
# of Accounts
220
Avg Client Age
62
Overview

We are duel registered (RIA/BD) and looking to talk to people who are interested in selling and/or joining our firm as part of a 1-5 year succession plan with a earn-out upon retirement.

Extended Profile Information

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