$15MM AUM | $145,000 GDC in
I hope to find other companies to acquire (retirement-minded advisors and younger advisors who might want to buy the business at some point). We manage 100% of client assets using either customized portfolios (individual stocks, bonds ETFs and mutual funds) or mutual funds and ETFs for clients with a smaller amount to invest. We custody client assets at Charles Schwab. I currently hold a CPA license and have earned the CFA designation.