$90MM AUM | $650,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
San Diego , CA, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
400
Avg Client Age
60
Overview

We're looking to either purchase outright or merge with the intent to purchase, an existing practice in the San Diego vicinity. We have an established and successful firm and are looking towards the second half of our careers. Our office consists of two advisors, one of which is an estate planning attorney, two assistants and a paraplanner who's currently working towards his CFA designation.

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