$55MM AUM | $600,000 Rev in
San Diego, CA
We are a medium sized RIA firm in Rancho Bernardo looking to expand. We have a large compliance team behind us. We are a fee based firm that offers our clients a comprehensive view of Wealth Management. We maintain the philosophy of mitigating risk in our portfolios. I currently maintain an AiF designation and have a Certificate in Financial Planning. Between myself and my partner we have over 40 years of experience.