Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Gold River, CA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$600,000.00
# of Accounts
650
Avg Client Age
65
Overview

I am an OSJ and have successfully acquired and grown 3 practices in the past 5 years. I am looking to grow through acquisition and/or through mergers or continuity partnerships. We have the scale to acquire a practice as is, with or without staff or office space, and I have built a fully operational mobile office to service clients anywhere they reside, and have physical offices in Sacramento and San Jose.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...