$625MM AUM | $4MM GDC in San Jose, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
San Jose, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

We are a fee for service RIA, which has 80% of our assets at DFA. We have an integrated tax service and focus heavily on financial, tax, and estate planning.

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