$1,800MM AUM | $11MM GDC in Santa Barbara, CA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
Gross Revenue
$11,000,000.00
# of Accounts
3,000
Avg Client Age
62
Overview

We are members of referral networks that provide substantial opportunities that need CFP type of professionals to provide client engagement. For discussion, please call Matt at ___-___-____. As a top 300 Wealth management firm, we are looking to expanding our footprint with like minded professionals in CA, AZ, CO, IL, WA, TX and OR. We are a planning based firm with an emphasis on making the lives of our clients better, beyond just investment management.

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