Market
RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
San Jose, CA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$600,000,000.00
Gross Revenue
$4,100,000.00
# of Accounts
1,200
Avg Client Age
65
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.

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

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