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Financial Advisor   

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

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Francisco, CA, US
12 Month Gross Revenue
$1
Number 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.

 
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