Profile in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
San Francisco, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
# of Accounts
2
Avg Client Age
55
Overview

I am an award winning mutual fund manager currently managing $4 billion with 20 years experience in multiple equity and balanced fund strategies. I am interested in acquiring multiple advisor books and transitioning into an advisor role. I am highly familiar with all asset classes including alternatives and multiple fund families and have a long history or marketing and client relationship management. I would be interested in considering Bay Area business acquisition opportunities

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...