Overview

We are a SF North Bay wealth management firm with six partners. We use DFA funds for the majority of our equity assets, individual bonds and ETF's for the balance. Highly process focused with capacity to grow. We are always looking for opportunities with like minded firms to merge, buy or even consider a sale.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...