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Financial Advisor

$350MM AUM | $2.6MM GDC in San Jose, CA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

1% Comm
99% Fee

General

Location
San Jose, CA, US
12 Month Gross Revenue
$2,582,223
Number of Accounts
900
Avg Client Age
65

Overview

We are a two advisor shop doing virtually 100% of our business through Loring Ward using DFA Funds. We have a partial succession plan in place, but are interested in possible mergers as a means of furthering securing our succession plan.

 

Has Office Space to Share in San Jose, CA

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

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