$154MM AUM | $1.5MM GDC in Novato, CA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Novato, CA, US
Fee 0% Commission 100%
$1,500,000
Gross Revenue
461
# of Accounts
57
Avg Client Age
Overview

100% fee based. All internal research. Top down technical and fundamental. We generally use individual stocks, bonds, preferred stocks and utilities to construct our portfolios. we would be interested in acquiring or possibly merging with an existing RIA with similar investment management views.

Extended Profile Information

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