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Financial Advisor   

$90MM AUM | $750,000 GDC in San Francisco, CA

Member Level
Basic
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
San Francisco, CA, US
12 Month Gross Revenue
$750,000
Number of Accounts
350
Avg Client Age
50

Overview

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.

 
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