$150MM AUM | $1.2MM GDC in San Jose, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
215 days old
General
Location
San Jose, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
205
Avg Client Age
48
Overview

Located in San Jose with offices in Marin County. CFP, with extensive experience in SMAs, alternative investments, annuities, managed money and financial planning. Looking to purchase from a retiring advisor, willing to keep on for 1-3 years as consultant, have cash and financing ready with succession plan in place. Open to Northern California practice.

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