$1,600MM AUM | $14MM GDC in San Mateo, CA
Member is Interested In:
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.