$30MM AUM | $325,000 GDC in Incline Village, NV

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
Incline Village, NV, US
Fee 0% Commission 100%
$325,000
Gross Revenue
80
# of Accounts
55
Avg Client Age
Overview

We manage funds for low volatility with a focus on 8-9% return targets. We do not utilize mutual funds, nor insurance products.

We utilize real estate options through alternative options both equity based and as clients lending as a first position.

We have built a team of 5 individuals and are actively looking to acquire AUM through succession, or purchase.

Extended Profile Information

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