$300MM AUM | $3MM GDC in Napa, CA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Napa, CA, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
900
Avg Client Age
56
Overview

20 plus year advisor with 6 full time employees looking to grow practice by acquisitions in the North Bay Area

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