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Financial Advisor   

$850MM AUM | $4.2MM GDC in Santa Barbara, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Santa Barbara, CA, US
12 Month Gross Revenue
$4,250,000
Number of Accounts
654
Avg Client Age
62

Overview

Potentially interested in adding advisors or practices to our firm that fit our very distinct core values. We are deeply committed to aligning ourselves with or clients and avoiding conflicts of interest wherever possible. We believe in service and problem-solving first and business/making money as secondary (though both are important for sustainability).

 
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