$200MM AUM | $1.3MM GDC in San Ramon, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Location
San Ramon, CA, US
Fee 0% Commission 100%
$1,300,000
Gross Revenue
400
# of Accounts
59
Avg Client Age
Overview

We are looking to acquire a practice to expand our presence in the East Bay. We primarily work with affluent families and individuals throughout the North and East Bay Area.

Extended Profile Information

Loading...