$175MM AUM | $1.2MM GDC in Burlingame, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Burlingame, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000
# of Accounts
500
Avg Client Age
50
Overview

We are looking to provide a viable Succession Plan alternative to those interested in an RIA business structure, which affords the opportunity for a future earn-out.

Extended Profile Information

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