$400MM AUM | $3.9MM GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Mateo, CA, US
Fee 0% Commission 100%
$3,900,000
Gross Revenue
2,500
# of Accounts
55
Avg Client Age
Overview

I am a leader in my firm. I have purchased practices in the past for my advisors and myself. I am interested in both at this point. The practice numbers above represent my office numbers that I run.

Extended Profile Information

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