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Financial Advisor   

$400MM AUM | $3.8MM GDC in Cupertino, CA

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Business Mix:

0% Comm
100% Fee


Cupertino, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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.

Contact to discuss details
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