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Financial Advisor   

$350MM AUM | $3.2MM GDC in Cupertino, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Cupertino, CA, US
12 Month Gross Revenue
$3,200,000
Number of Accounts
950
Avg Client Age
54

Overview

We are interested in purchasing Bay Area and/or Seattle Area Wealth Management practices, as we currently have locations in both of these markets. We are open to an Advisor folding into our company and remaining on staff or selling as a succession plan.
Our Wealth Management offer consists of:
1. Portfolio management, primarily through low-cost, globally diversified ETFs and funds as well as significant exposure to alternatives, and...
2. Balance Sheet Planning, making use of our proprietary planning software.

 

Has Office Space to Share in Cupertino, CA

We have 30+ retail branches throughout the west coast, with concentration in the San Francisco Bay Area and Seattle Area.

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