$216MM AUM | $1.6MM GDC in San Ramon, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Ramon, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$216,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
600
Avg Client Age
60
Overview

We are primarily fee-based financial planning practice.

The mission of our firm is to provide competent and prudent advice while delivering expert service and valuable communication to clients. We actively monitor and evaluate investment programs and continually look for ways to optimize our clients’ financial lives by coordinating the efforts of legal, accounting and estate advisers. Our methodology is built upon a proactive and highly engaged approach with a commitment to client education and unbiased advice. Our two principals consider themselves students of the industry and hold many advanced designations.

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