$250MM AUM | $1.5MM GDC in Novato, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Novato, CA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

Hybrid RIA practice with 6 advisors with offices in Santa Rosa and Novato. We are looking to expand, grow or merge.

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