$30MM AUM | $175 GDC in Palo Alto, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
241 days old
General
Listing Type
Buyer | Merge
Location
Palo Alto, CA, US
Fee 0% Commission 100%
Gross Revenue
$175.00
# of Accounts
75
Avg Client Age
62
Overview

Hybrid: own state registered RIA (80%) and separate unaffiliated broker dealer affiliation including Life Agent (20%). Assets are managed in house with globally balanced ETF portfolio. Broker-dealer Insurance product supplement for legacy products and qualified plan business. Very robust financial planning useD to drive investment policy formation. World class CFP at the helm.

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