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Financial Advisor

$350MM AUM | $3MM GDC in Danville, CA

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Danville, CA, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
2,800
Avg Client Age
57

Overview

We are interested in acquiring or merging in qualified fee only practices. We have 33 years of experience in the industry.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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