$23MM AUM | $145,000 GDC in Loomis, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Loomis, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$145,000.00
# of Accounts
400
Avg Client Age
50
Overview

We are looking to buy a book from an individual or small group looking to retire or leave the business. A succession plan is also a possibility. If an individual or small group is looking to be completely independent and grow with us a merger would be possible.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...