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Financial Advisor   

$951MM AUM | $9MM GDC in Granite Bay, CA

Member Level
Basic
Last Activity
today

Business Mix:

12% Comm
88% Fee

General

Location
Granite Bay, CA, US
12 Month Gross Revenue
$9,000,000
Number of Accounts
6,500
Avg Client Age
56

Overview

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.

 
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