Market
RIA
Member Level
Basic
Last Activity
today
General
Location
San Ramon, CA, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
AUM
$200,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
200
Avg Client Age
60
Overview

We are interested in merging with like-minded firms with the potential to help facilitate their succession plan down the road. We can also tuck in advisors needing someone to care for their clients as they take more time off and ultimately retire. We are open to various solutions and are flexible.

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