$200MM AUM | $1.3MM GDC in Carlsbad, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Carlsbad, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,340,000.00
# of Accounts
222
Avg Client Age
58
Overview

We are a multi-family office from a shoe family. The family office currently manages approximately $200 million. The family wants to expand outside of Europe and my partner and I have the mandate to expand in the United States. We are located in San Diego County and manage assets based on a conservative and capital preservation stance. In addition, we advise on fixed income securities for RIAs. We look to grow by partnering and collaborating with practices that manage money the same way and are like minded.

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