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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
951 days old

Business Data

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