$550MM AUM | $4MM GDC in San Jose, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
San Jose, CA, US
Fee 0% Commission 100%
$4,000,000
Gross Revenue
1,200
# of Accounts
65
Avg Client Age
Overview

We are an independent wealth management firm. Our focus is on giving a high level of service and providing the full suite of financial planning services to our clients. Our investment methodology relies on rigorous academic research which supports a strategic asset allocation model. All our business is through Loring Ward.

We are interested in continuing our growth through strategic mergers and by offering a succession plan to other advisors.

Has Office Space to Share in San Jose, CA

Class A space in a high rise building in downtown San Jose

Contact to discuss details
 
Extended Profile Information

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