Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
General
Location
San Ramon, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$230,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
300
Avg Client Age
62
Overview

We are primarily a fee-based financial planning firm. It is our mission to provide competent and prudent advice while delivering expert service and valuable communication to clients. Our two principals consider themselves students of the industry and hold many advanced designations including the CFA and CFP.

We hope to use the SuccessionLink platform to engage with like-minded practices for the purposes of acquisition or succession.

Feel free to reach out if you'd like to begin a conversation.

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