$145MM AUM | $2MM GDC in San Ramon, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Ramon, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
Overview

I am a CFP with 17 years experience, after a difficult 2008-09, I determined that I would rebuild practice using fee-based strategy for investments, and educational platform for marketing. In 2013, I brought on $22million and in 2014 I have brought on $52million so far. At this point, I would like to purchase a Bay Area practice between $5 and 50million. I prefer recurring revenue practices. You have my commitment that we will extend a high level of care for your clients.

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