$951MM AUM | $9MM GDC in Granite Bay, CA
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We are one of the largest Ameriprise firms in the nation. We focus on Financial Planning, Investment Management and personal Risk Management. We are a team-based practice with 7 CFP practitioners, 3 concierge level Advisors and 2 subject matter specialists (Investment Management and Insurance). We have a total staff of 30 and enjoy one another socially as well.
It is our goal to continue double digit annual growth both organically by attracting more and more up-market clientele and through selective acquisitions/mergers. We are based in the Sacramento, CA area and are considering opportunities in Northern CA and OR.