$200MM AUM | $2MM GDC in Burlingame, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Burlingame, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
400
Avg Client Age
61
Overview

At EH Shum Financial Solutions, our mission is to provide our clients in the San Francisco Bay Area and beyond with innovative and creative strategies for asset accumulation, asset protection, and wealth preservation using efficient approaches for tax minimization.

We are dedicated to helping clients work toward achieving their goals and obtaining a more confident financial future with simplicity and integrity.

We are looking for firms to integrate within our company and shares the same investment philosophy.

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