$20MM AUM | $177,000 GDC in San Francisco, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
204 days old
General
Listing Type
Buyer
Location
San Francisco, CA, US
Fee 0% Commission 100%
Gross Revenue
$177,000.00
# of Accounts
50
Avg Client Age
45
Overview

We are an independent wealth management firm, originally focused on Financial Planning; However, in the last 12 months, we started to build out our portfolio management practice to complement our planning business, by hiring a portfolio manager to manage our client assets in-house. We are looking to purchase a book(s) of business that may be a good fit with our investment and financial planning philosophy.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...