$25MM AUM | $180,000 GDC in Oakland, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Oakland, CA, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
300
Avg Client Age
50
Overview

Looking to acquire clients in the Bay Area on a 1-by-1/small group basis. I work with clients from all walks of life and have built a solid business from the ground up. The main goal is always making sure my clients can retire comfortably while also achieving all goals that come before that time. My ideal client is the serious long-term investor, no matter the age.

If you are looking to slowly transition away your clients over time and not an immediate buyout, let's chat!

-Rj Martin

(Google Me, Rj Martin Oakland CA)

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