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Financial Advisor   

$1,000MM AUM | $6MM GDC in San Francisco, CA

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Last Activity
this week

Business Mix:

0% Comm
100% Fee


San Francisco, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are a boutique manager for high net worth families, selectively looking for opportunities to grow with the right partners. Our investment platform is firmly in place, sophisticated and flexible. We customize for each client because no two clients are the same. We are very proud of our estate advisory and planning and that work informs our investment decision-making. We are huge believers in client service and have invested heavily in that area to ensure a best-in-class client experience. This should be a great opportunity for a person or group who want to offer their clients a complete service that is conflict-free, and want to spend more time with clients and less time with everything else.


Has Office Space to Share in San Francisco, CA

We can be flexible for the right group that would like to plant a flag in San Francisco

Contact to discuss details
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