$30MM AUM | $650,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
San Mateo, CA, US
Fee 0% Commission 100%
$650,000
Gross Revenue
250
# of Accounts
55
Avg Client Age
Overview

I am one member of a three person financial planning team setup within a larger full services firm in the Bay Area. We are looking to expand our team's growth of AUM and clients through the acquisition of a small practice.

Extended Profile Information

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