Overview

Investment Advisory firm serving a national clientele who seek a personal chief financial officer to deliver a prudent investment approach. Investment philosophy grounded in academic evidence. Legally held to a fiduciary standard of care providing advice driven by the client’s best interest. Based in San Mateo and Danville, California. Fee-only advisor based on a simple schedule of assets under management. The firm was established in 2004 as a separate entity of the accounting firm Andrews, Lucia & Company.

We are looking to acquire firms which may be in need of a succession plan. The ideal firm would have a similar platform and investment philosophy. We believe firms under $100M would be a good fit as it would allow for a smoother transition.

Market
Advisor/RIA
Last Activity
this week

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