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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$6,000,000.00
# of Accounts
350
Avg Client Age
50
Overview

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.

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