Market
RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
989 days old
General
Location
San Diego, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$600,000.00
# of Accounts
150
Avg Client Age
60
Overview

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.

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