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Financial Advisor

$630MM AUM | $3.7MM GDC in El Dorado Hills, CA

Member Level
Premier
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
El Dorado Hills, CA, US
12 Month Gross Revenue
$3,700,000
Number of Accounts
1,000
Avg Client Age
63

Overview

RIA with a wealth management & financial planning business (approx 70% of our revenues) as well as a sub-advisory business (30% of revenues), specializing in high income, risk managed strategies such as covered calls.

We have made two acquisitions in the past and are interested in continuing to grow through acquisition, particularly in the state of California.

 
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