$34MM AUM | $650,000 GDC in
Menlo Park, CA
Registered investment advisor with over 100 separately managed accounts. Minimum account size at opening is $125,000. Average account size is over $300,000, with several over $1 million. I am looking for a complementary investment firm to augment the business for better coverage of all business aspects from investment management, client acquisition & service, compliance and trading.