Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
San Francisco, CA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$7,200,000.00
# of Accounts
730
Avg Client Age
65
Overview

We are a conservative, High Net Worth wealth manager, utilizing mostly individual issues. Our long-term succession plan is in place and we have significant capacity to provide continuity to the clients of managers considering retirement or simply a change of situation. In the past five years, we have integrated three firms/practices, the principals of two of which are still with us, while one has retired.

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