$335MM AUM | $2.5MM Rev in
Alamo Ca / Newport Beach Ca / Az / Nm / Id, CA
I've made 12 acquisitions since 2003, I would like to continue model of growth through acquisitions. We are a hybrid RIA with long standing B/D relationship with LPL Financial. Our main branch office is in Alamo, CA (Walnut Creek / East Bay Area) with Non-OSJ offices in Newport Beach, CA, Phoenix, AZ, Boise, ID and Corrales, NM.