$7MM AUM in Roseville, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Successor
Location
Roseville, CA, US
Fee 0% Commission 100%
Overview

We are a small RIA and looking to become successors of veteran advisors. We will accept and comply with all clauses and contingencies requested for succession and continuity. Our focus will be on delivering excellent service to transitioned clients and guarantee retiring advisors envisioned stream of income.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...