$25MM AUM | $300,000 GDC in San Francisco, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Francisco, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
70
Avg Client Age
45
Overview

My focus is on developing custom tailored investment strategies and recommendations for affluent and high-net-worth individuals, their families and in certain circumstances their businesses to help them meet their short and long-term financial goals. Everyone comes with their own unique set of circumstances and depending on what stage of life an individual or family is in they have different needs. Utilizing the vast resources available to him through Merrill Lynch, I am able to work alongside clients to help them see their goals through fruition.

When developing wealth and investment management strategies it is vital to assess clients tolerance for risk, return objectives, time horizon, liquidity needs, tax circumstances and charitable mission among other things. I am able to address all of these important factors by taking a holistic approach to the wealth management process and taking the time necessary to gain a complete understanding of each clients unique set of circumstances.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...