$14MM AUM | $120,000 GDC in Belmont, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
435 days old
General
Listing Type
Merge | Successor
Location
Belmont, CA, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
90
Avg Client Age
55
Overview

We started in early 2016 as an RIA focusing on investment management. We are firm believers in active management with the majority of client portfolios positioned in individual equities and bonds, and convertible preferreds, and some ETF's. We have very limited exposure to mutual funds. Our accounts in general generate above average dividend yields relative to the S&P 500. Our clients are mostly older and nearing or at retirement. Accounts are custodied primarily at TD Ameritrade, secondarily at Interactive Brokers.

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