$220MM AUM | $1.2MM GDC in Redding, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Redding , CA, US
Fee 0% Commission 100%
$1,250,000
Gross Revenue
750
# of Accounts
60
Avg Client Age
Overview

We are an up and coming RIA with two book transitions in the last two years. We have four locations on the west coast, with seven advisors and five staff members. We are looking to merge RIA's, and grow our presence. The sliding scale on this website did not work, so those ratios are inaccurate.

Extended Profile Information

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