Overview

I am looking to bring in a new book. Our office is currently in the process of moving to Los Gatos. I am based out of the East Bay where I'm hoping to bring in a book of business that can be absorbed into our current practice, which is an RIA where we have CFPs and CFAs on staff. We do single line item securities in equities, fixed-income and PFD securities. We also offer comprehensive wealth management as part of the on-boarding process (assuming the client would like to do so). Our core beliefs and practices are founded on 'active-value' style of management with strict buy and sell process and also GIPS compliant and highly ranked among our peers.

Market
RIA
Last Activity
6 months or more

Business Data

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