Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Petaluma, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
590
Avg Client Age
59
Overview

We are a fast growing RIA established 2 years ago but in business on the Independent B/D channel as partners since 2009. We are relatively young, have a great reputation in our town and would like to merge or acquire another RIA or practice that shares our values and client first mentality.

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