$50MM AUM | $500,000 GDC in San Jose, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Jose, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
500
Avg Client Age
48
Overview

My business is a high growth practice that is trending toward fully Fee Based or Fee Only. I am a very strong CFP/financial planner with a CPA background. I am primarily looking for small practices to consider merging into ___ the $5mill to $25mill AUM range.

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