$1,650MM AUM | $11MM GDC in #400, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
#400, CA, US
Fee 0% Commission 100%
$11,000,000
Gross Revenue
5,000
# of Accounts
52
Avg Client Age
Overview

I own and operate a firm with 65 registered reps and an insurance BGA. I am interested in buying businesszes that fit our model of total wealth management.

Extended Profile Information

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