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Financial Advisor   

$1,600MM AUM | $14MM GDC in San Mateo, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
San Mateo, CA, US
12 Month Gross Revenue
$14,000,000
Number of Accounts
2,500
Avg Client Age
65

Overview

We are a 32 employee RIA that is interested in purchasing or partnering with Bay Area RIA practices. Our offer consists of proprietary portfolio management and financial planning. We have a deep bench of CFAs and CFPs on staff, as well as a full operations team. We're looking to partner with similarly structured, likeminded RIA owners.

 

Has Office Space to Share in San Mateo, CA

.

Contact to discuss details
 
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