Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$915,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
800
Avg Client Age
65
Overview

We are an established RIA that also manages proprietary mutual funds. We are considering M&A as part of our growth strategy - and also as a potential part of our succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...