$170MM AUM | $1.3MM GDC in Woodland, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Woodland, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
600
Avg Client Age
61
Overview

We are interested in acquiring or partnering with advisors in our practice and culture. We own our building, and have had great success in put together succession plans for our two longtime advisors that recently retired. So we're looking for advisors to be a successor for, or to partner with, and grow with for the next 25+yrs.

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