Market
RIA
Member Level
Premier
Last Activity
this week
General
Location
San Diego, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are a financially strong, and legally stable firm, with experience acquiring and merging multiple practices, and systems in place to scale to $500m AUM through acquisitions over the next 3-5 years. We currently have office locations in San Diego, Boulder, and San Francisco, although our staff and advisors have worked remotely with clients from various locations around the world since 2014. We provide individuals and families with a team-based, comprehensive financial planning and investment advisory service, by integrating their social and environmental impact objectives with their financial life goals into an overall wealth management strategy. For nearly two decades leading in the field of Socially Responsible Investing, we continue to hold the vision of a society that is sustainable and humane, imagining where capital needs to flow in our financial markets to help get us there. We believe that, by directing our investments with intention and prudence, we can earn competitive financial returns capitalizing companies and sectors to make a positive impact in the world.

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