$220MM AUM | $1.6MM GDC in Corte Madera, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Corte Madera, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
700
Avg Client Age
65
Overview

We are looking to acquire or potentially merge with a firm if it makes sense.

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