This seller is an RR/IAR focused on providing personalized financial planning and guidance to each client. Most of the seller’s approximately 100 clients are in the San Francisco area and have been clients of the seller for 29 years on average. With trailing 12 months revenue of approximately $259,000, this book would make a great addition to a deeply rooted San Francisco area firm.
The preferred buyer would be a well-established firm or advisor with at least ten years of experience who can provide the seller’s clients with the personalized guidance that they have each come to expect. The preferred buyer would also have experience working with single, divorced, and widowed women clients.