$800MM AUM | $6.2MM GDC in
Larkspur/San Mateo/Folsom, CA
Thanks for having at look at our listing. I believe we have a wonderful platform for an advisor looking to sell their practice, merge and sell within 2-5 years or join. Our firm has successfully acquired several practices over the years. We are client focused and have a few client events each year. We utilize ETF"s as the core of our portfolios and mutual funds for a portion of fixed income, mid cap and small cap.
We feel it is very important that we are a cultural fit. Please inquire if you would like to learn more about our philosophy, transition and potential for you as an advisor to service more clients.