$60MM AUM | $600,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
140
Avg Client Age
55
Overview

We are a boutique wealth management firm providing fee-based comprehensive financial planning and investment advice. We are looking to grow the practice through acquisitions in addition to organic growth. Please see our website for details. ___

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