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Financial Advisor

$1.9MM AUM | $2MM GDC in St. Helena, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
St. Helena, CA, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
650
Avg Client Age
62

Overview

We have a successful RIA/Hybrid practice and most of the growth is organic. I did a purchase in 2003 and I would like to do another. We are looking to expand in the Bay Area or So Cal or Az. Can also accomodate a smaller firm looking to merge and benefit from our service ___

 
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