Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
307 days old
General
Location
Roseville, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$1,050,000.00
# of Accounts
353
Avg Client Age
55
Overview

Our current team consists of two advisors and two support staff, one of which is licensed. We are an experienced team with over 95 years of combined experience. The scope our asset management has been focused on individual securities, writing covered calls and the use of alternatives to mitigate risk. We also do some annuities, life insurance and 401K's. The senior advisor is a CFP, CRPC and a member of Ed Slott's Elite Advisor Group. We are looking to grow our business through acquisitions.

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