Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Larkspur/San Mateo, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
1,500
Avg Client Age
67
Overview

Thanks for having at look at our listing. I believe we have a wonderful platform for an advisor looking to sell their practice, merge and sell within 2-5 years or join. Our firm has successfully acquired several practices over the years. We are client focused and have a few client events each year. We utilize ETF"s as the core of our portfolios and mutual funds for a portion of fixed income, mid cap and small cap.

We feel it is very important that we are a cultural fit. Please inquire if you would like to learn more about our philosophy, transition and potential for you as an advisor to service more clients.
Sincerely,
Eric

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