$2.2B AUM | $14MM GDC in Santa Barbara, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Compatibility
Location
Santa Barbara, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$14,000,000.00
# of Accounts
5,500
Avg Client Age
62
Overview

We are members of two custodial referral programs that provide substantial opportunity for growth. For discussion, please call Matt Adams at ___-___-____. As a top 300 Wealth management firm, we are looking to expand our footprint with like minded professionals across the country. 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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