$1.3B AUM | $9.2MM Rev in
San Ramon, CA
We are a Registered Investment Adviser firm with AUM of $1.5 Billion. We provide Financial Planning services and Investment Advisory services to our clients. We focus heavily on financial planning and tailor our investment recommendations accordingly. All financial plans are custom built and unique to each individual client.
Our firm was just rated in the Top 10 for two years in a row by CNBC's FA Top 100 List.
We are looking to acquire a book of business from a retiring adviser with a like minded investment philosophy. Optimally, the seller would share the same enthusiasm towards the financial planning side of the profession as we do and also use either Schwab or Fidelity as their custodian. We are flexible in our payment schedule but desire a smooth transaction so as to limit client attrition during the transition.