PRACTICE INFORMATION

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This hybrid advisory practice is located in the northern Bay Area of California. This practice provides comprehensive portfolio management and financial planning services to 172 households. The principals of this practice employ a team approach to providing each of the practice’s clients with a personalized wealth management experience. The trailing 12 months’ gross revenue for this practice is approximately $970,000, 93% of which is from managing $121 million in assets.

This is a Sell and Stay opportunity as both principals and two staff members would like to remain post-sale. The ideal buyer would be a well-established RIA or hybrid firm with at least one Certified Financial Planner® on staff and a proven track record of providing high touch, personalized wealth management service to clients. There is office space available for lease that would be ideal for a firm interested in opening a satellite office in the area.

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