$250MM AUM | $2.1MM Rev in
San Ramon, CA
We are a hybrid RIA/BD (95%/10%) firm and a professional CPA accountancy corporation in the state of California.
We have a turnkey operation for marketing, client retention, portfolio management, income tax reduction, and estate tax conservation.
We are looking to add a few ambitious advisors looking to join a firm that has the infrastructure and systems to help you build your practice.
Our offices are in San Ramon and Burlingame, CA.
You do not need to be in this business alone. Let us help. And let us grow together.
If you are interested, please respond to this posting. Let us start a conversation.