$175MM AUM | $1.3MM GDC in San Jose, CA

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
San Jose, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
471
Avg Client Age
57
Overview

We are a boutique wealth management firm located in the Willow Glen neighborhood of San Jose. I have been in independent practice since 1997. We believe in three pillars of wealth management: asset management, risk management and financial planning. If the right fit firm/advisor is searching for a good fit buyer who has the team, infrastructure, resources and capacity, we can be that solution. Our broker/dealer is Kestra Financial (formerly NFP Advisor Services).

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