$55MM AUM | $450,000 GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Francisco, CA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
295
Avg Client Age
58
Overview

We're a fee based comprehensive planning firm, two principals, in late 60's and early 40's.
Senior partner (JD, CFP) in business since 1987, partner (AIF, CFP candidate)joined in 2002.
Independent RIA.

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