Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Ramon, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$700,000.00
# of Accounts
125
Avg Client Age
55
Overview

Ultra High Net-Worth Wealth practice. Looking to grow AUM via merger (sell), purchase

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