$70MM AUM | $500,000 GDC in San Bruno, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
San Bruno, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
300
Avg Client Age
59
Overview

Primarily work with retirees and pre-retirees. I hope to grow my current practice with a complementary acquisition. Finding a good fit on both the buy and sell side is very important.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...