$300MM AUM | $3.4MM GDC in Larkspur, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Larkspur, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$3,400,000.00
# of Accounts
1,000
Avg Client Age
59
Overview

We are a San Francisco Bay Area based full-service RIA with offices in Pleasanton, Larkspur and Menlo Park. We would like to explore strategic partnership opportunities to expand in the markets we serve. We offer client, operational, and marketing support to advisors who would like to join the Mirador family. We are also open to other potential partnership opportunities and welcome the chance to have exploratory discussions. We are particularly interested in expanding in the North and South Bay markets.

We offer eight proprietary strategies in addition to access to venture capital and private equity for clients for whom those investments are appropriate.

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