$350MM AUM | $3.3MM GDC in Napa, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Napa, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$3,300,000.00
# of Accounts
900
Avg Client Age
56
Overview

20 plus year advisor with 7 full time employees looking to grow practice by acquisitions in the North Bay Area

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...