$90MM AUM | $750,000 GDC in San Francisco, CA
Member is Interested In:
We are a hybrid practice (both brokerage and a fee based RIA), we also do some life insurance business. We are a solid two person team with support staff and downtown SF location. We hope to acquire a practice that fits with our current book. We offer investment management to our clients coupled with financial planning. We hope to find a good fit for a retiring advisor's book.