$1,600MM AUM | $1 GDC in San Francisco, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
San Francisco, CA, US
Fee 0% Commission 100%
Gross Revenue
$1
# of Accounts
500
Avg Client Age
60
Overview

Established multi-asset class portfolio management and financial planning firm looking to add/merge with high quality individuals and firms. We believe clients are best served with a combination of sophisticated, active, in-house portfolio management, using individual securities, coupled with thorough, active financial planning. The teams in our 80 year old firm are led by seasoned CFA's on the investment side and CFP's on the client service side.

Extended Profile Information

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