$300MM AUM in Granite Bay, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Granite Bay, CA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
# of Accounts
500
Avg Client Age
55
Overview

Looking for a like minded professional for a possible merger in the Sacramento / Roseville area. There will be a potential succession opportunity as well. Also looking for a merger / acquisition opportunity for our Bay area office.

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