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Financial Advisor   

$58MM AUM | $400,000 GDC in Sausalito, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Sausalito, CA, US
12 Month Gross Revenue
$400,000
Number of Accounts
124
Avg Client Age
64

Overview

Core Asset Management was formed in 1980 and manages capital for individuals and families. We seek to develop our business by acquisition of or 'alliance' with other firms. We have a robust and scalable portfolio administration set up using Advent's Axys, that can be quite useful to a firm acquiring or joining us. We manage capital conservatively, employing ETFs and mutual funds to express our investment views for clients. Our present view and our experience suggest that we can most effectively develop our business and that of those with whom we work through 'partnership' or 'alliance.' Core writes regularly to clients and friends in Core Comments, that one may see on our website, ___

 
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