$38MM AUM | $290,000 GDC in
San Rafael, CA
My partner and I are in the midst of starting our own RIA firm. We are at ~$38M in AUM. With two of us up to speed now and with the right technology mix in place, we feel we have the capacity to handle more clients and feel a succession plan is a great way to grow. We already have one acquisition under our belt and have a 100% client retention rate thus far.