$400MM AUM | $6MM GDC in Walnut Creek, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Seller | Merge
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$6,000,000.00
# of Accounts
3,100
Avg Client Age
60
Overview

Seeking to merge with a larger firm who will purchase all assets. Seeking to remain with merged firm to handle all marketing and lead generation. Seeking to identify a successor immediately.

The ideal candidate is a larger firm that has the capacity to manage 10 employees and 16 offices. The ideal candidate is familiar with ETFs, annuities, mutual funds, and REITS. A firm with CFPs is preferred, but not necessary. Seeking offers from firms across the country.

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