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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
St. Helena, CA, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
650
# of Accounts
62
Avg Client Age
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 ___

Extended Profile Information

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