$4.2MM AUM | $32,000 GDC in Coronado, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Coronado, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$4,200,000.00
Gross Revenue
$32,000.00
# of Accounts
35
Avg Client Age
53
Overview

My company is a fee-only fiduciary RIA. We provide investment management for individuals, primarily with low-cost ETFs. In addition, we provide financial planning services. We are looking to expand our client base by acquiring small practices who want their clients to be well cared for by an investment manager who has 18 years of experience and has the Chartered Financial Analyst (CFA) designation.

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