Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Jose, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
75
Avg Client Age
45
Overview

I'm looking to purchase the practice of retiring advisors and in turn continue to help their clients and their financial planning.

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