$255MM AUM | $2.2MM GDC in Walnut Creek, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
435 days old
General
Compatibility
Location
Walnut Creek, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

Nearly 95% advisory/FA Managed portfolios. Scalable models allow us to serve many households.
We are CFP practitioners and take planning and proper modeling very seriously. We aim to help clients overcome the challenges of inflation and taxes through diversified, balanced growth models. We do not use alternatives of any kind. Our investment philosophy centers on quality equity funds and ETFs, with long tenured managers who invest in companies. Our process is strategic and long term.
Our advisors are young, 50 being the oldest. We are looking to grow our FA headcount in order to facilitate the acquisition of practices from FAs who want to exit their business graciously and who want to leave their clients in good hands. We have a disciplined Client Service Model and we have a disciplined approach to selecting products and services that will benefit clients.

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