Market
Advisor/RIA
Member Level
Lite
Last Activity
2 weeks
Profile Age
1,148 days old
General
Location
Menlo Park, CA, US
Profile Type
Seller | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$34,000,000.00
Gross Revenue
$650,000.00
# of Accounts
110
Avg Client Age
58
Overview

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.

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