$15MM AUM | $150,000 GDC in Walnut Creek, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Walnut Creek, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
110
Avg Client Age
58
Overview

I work in IRA Roll-Over market; giving fee-based investment advice and financial planning. I'm looking for both buying opportunities and succession planning opportunities from this website.

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