$470MM AUM | $2.8MM GDC in Walnut Creek, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,800,000
# of Accounts
900
Avg Client Age
65
Overview

We are looking for a producing partner to join our firm. We are also interested in acquisitions (<$150M AUM) and providing continuity or succession plans to firms that may need one.

Extended Profile Information

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