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Financial Advisor

$30MM AUM | $300,000 GDC in San Leandro, CA

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
San Leandro, CA, US
12 Month Gross Revenue
$300,000
Number of Accounts
78
Avg Client Age
50

Overview

I recently sold my CPA practice and focusing on financial planning and investment management full-time. I have been in the planning business for over 25 years. I have hired a portfolio manager that came from hedge-fund who has developed automated investment systems. We take a passive approach to investment and use the model to reduce risk than time the market. Our internal portfolios are doing much better than any 3rd party managed portfolio. Looking to buy a business between 20M -100M in the Bay area.

 
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