Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Campbell, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
800
Avg Client Age
65
Overview

King Wealth Planning is a multi-advisor SF Bay Area firm with nationwide clientele. We have been in business 29 years and are looking to grow through practice acquisition or be a trusted succession partner for local planning firms.

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