$148MM AUM | $1.3MM GDC in Carlsbad, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
General
Compatibility
Location
Carlsbad, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$148,500,000.00
Gross Revenue
$1,255,000.00
# of Accounts
800
Avg Client Age
60
Overview

My partner has over 30 years business experience. We have a team approach to our clientele. We are a planning based company with expertise in income and growth portfolio management. We have clients all over the country, from coast to coast. Many of our clients have been with us for a long period of time. We are experiencing growth both in clients and advisors. We have a unique "Proactive Wealth Process" which keeps us continually in front of our clients and prospects. Our financials are excellent. We cover a lot of ground because I am female and 42 years old, my partner is male and 65 years old.
We would love to meet other industry professionals to see if we would be a good fit for all concerned.

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