$65MM AUM | $450,000 GDC in Annapolis, MD
Member is Interested In:
Sera Capital is a father and son investment management team. We have experience working with people who want to keep their securities and insurance licenses while we act as their RIA. We have a succession plan in place and we are looking to grow. Our goal is to find firms and advisors that are transitioning towards retirement.
For more information go to http://___ or call Carlos at (___-___-____.