$125MM AUM | $400,000 GDC in Claremont, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
374 days old
General
Compatibility
Location
Claremont, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
60
Overview

We do both fee and transactional business, depending on what fits the client. We run a fee based mutual fund portfolio with various models depending on client time horizon and risk reward trade off. We do almost exclusively stocks, bonds, and mutual funds that own stocks and bonds. We tend to avoid anything exotic, insurance, alternative, etc.. We wound like to find more assets and we are open to investing in other books of business to grow ours.

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