$734MM AUM | $4.4MM Rev in
Incline Village, NV
We have three equal owners with offices in SF Bay Area and Incline Village, NV. Our RIA business began in 1990. We are fee-only advisors looking to find like-minded merge partner in Northern Nevada or a seller in Northern Nevada to expand our client base. We use ETFs and mutual funds employing a low-trading, passive investment philosophy. We also own a growing tax practice in the SF Bay Area and would love to merge with a firm in Nevada that does fee-based asset management as well as providing tax prep services.