$265MM AUM | $2.6MM GDC in Napa, CA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Compatibility
Location
Napa, CA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,600,000.00
# of Accounts
1,000
Avg Client Age
45
Overview

Boutique wealth management RIA. Our practice is based on comprehensive planning paired with custom, tactical, tax sensitive investment management. We do conventional, as well as Socially Responsible investing. Solid technology and operational efficiencies, plus experience with acquisitions. Seeking advisors that want to leverage our team & infrastructure in order to serve their clients well.

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