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Financial Advisor   

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

Member Level
Premier
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Novato, CA, US
12 Month Gross Revenue
$1,500,000
Number of Accounts
461
Avg Client Age
57

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.

 
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