$130MM AUM | $1.6MM GDC in Walnut Creek, CA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
120
Avg Client Age
72
Overview

Cash on hand for top dollar purchase. We are flexible terms wise as we want your clients to feel the least bit of a transition, we are highly motivated, very qualified and have excess capacity to bring on new clients.

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