$34MM AUM | $331,000 GDC in Berkeley, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Berkeley, CA, US
Fee 0% Commission 100%
Gross Revenue
$331,000.00
# of Accounts
148
Avg Client Age
55
Overview

Looking to purchase compatible book of business. Clients are very loyal due to high touch customer service approach. I have pure RIA model, with very scalable technology and capacity due to strong staff. I have completed one acquisition of $110,000 AUM which went very smoothly for seller and myself.

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