$90MM AUM | $750,000 GDC in San Francisco, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
San Francisco, CA, US
Fee 0% Commission 100%
$750,000
Gross Revenue
350
# of Accounts
50
Avg Client Age
Overview

We are a hybrid practice (both brokerage and a fee based RIA), we also do some life insurance business. We are a solid two person team with support staff and downtown SF location. We hope to acquire a practice that fits with our current book. We offer investment management to our clients coupled with financial planning. We hope to find a good fit for a retiring advisor's book.

Extended Profile Information

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