Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA
Succession Link11 Sep 2017

Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA

PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA View this Listing: https://successionlink.com/advisors/18748/ Overview: I am seeking to retire and completely sell book of business. While I seek to retire in three years, I will also entertain immediate offers. My ideal candidate is about 55 years old and is interested in working another ten years. The ideal candidate will have familiarity with US Treasury bonds, income producing stocks, and mutual funds. They must be familiar with 100% commission based and is transaction based. I am not interested in candidates outside California and candidates close to Pasadena are preferred. I prefer an advisor who is affiliated with my same firm or willing to affiliate with my same firm.

Episoder(35)

$89MM AUM | $110,000 GDC in Akron, AK

$89MM AUM | $110,000 GDC in Akron, AK

PRACTICE FOR SALE: $89MM AUM | $110,000 GDC in Akron, AK View this Listing: https://successionlink.com/advisors/24436/ Overview: I am a successful advisor with a stable client base. We are still gro...

20 Okt 20171min

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transacti...

20 Okt 20171min

$36MM AUM | $325,000 GDC in Leonardtown, MD

$36MM AUM | $325,000 GDC in Leonardtown, MD

PRACTICE FOR SALE: $36MM AUM | $325,000 GDC in Leonardtown, MD View this Listing: https://successionlink.com/advisors/24421/ Overview: Advisor seeks to transition out of the industry in 4-5 years. A...

17 Okt 20172min

$30MM AUM | $175,000 GDC in Waukesha, WI

$30MM AUM | $175,000 GDC in Waukesha, WI

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely sellin...

17 Okt 20171min

4MM AUM | $35,000 GDC in Boca Raton, FL

4MM AUM | $35,000 GDC in Boca Raton, FL

PRACTICE FOR SALE: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year ...

17 Okt 20171min

$30MM AUM | $250,000 GDC in Century City, CA

$30MM AUM | $250,000 GDC in Century City, CA

PRACTICE FOR SALE: $30MM AUM | $250,000 GDC in Century City, CA View this Listing: https://successionlink.com/advisors/23627/ Overview: Advisor seeks to affiliate with another firm to gain tech supp...

13 Okt 20171min

$10MM AUM | $150,000 GDC in Meridian, ID

$10MM AUM | $150,000 GDC in Meridian, ID

PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immed...

12 Okt 20172min

$20MM AUM | $85,000 GDC in Butte, MT

$20MM AUM | $85,000 GDC in Butte, MT

PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two y...

5 Okt 20171min

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