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

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Incline Village, NV, US
Profile Type
Join A Practice | Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$325,000.00
# of Accounts
80
Avg Client Age
55
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.

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