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Financial Advisor   

$18MM AUM | $600,000 GDC in San Rafael, CA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Rafael, CA, US
12 Month Gross Revenue
$600,000
Number of Accounts
160
Avg Client Age
50

Overview

Our 21 year firm uses a holistic approach to financial management. In addition to providing proven strategies, including LEAP, we also help our clients build a healthy relationship with money. We have assets under management, assets under advice, life and disability insurance. We use socially responsible investments, alternative investments and social good impact investments. Our goal in using the site is to find another fee based firm to acquire, to merge with and to create a succession plan.

 

Has Office Space to Share in San Rafael, CA

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