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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
San Jose, CA, US
Fee 0% Commission 100%
$500,000
Gross Revenue
500
# of Accounts
48
Avg Client Age
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.

Extended Profile Information

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