$120MM AUM | $1MM GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
1,000
Avg Client Age
62
Overview

Currently working as a junior advisor for an established financial services practice. I am currently exploring opportunities to acquire or join a practice where the founder was looking for a seasoned advisor to succeed him/her upon retirement.

Extended Profile Information

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